Before the Transfer

Financial Planning

  1. Question 1

    If your children received an inheritance tomorrow, how do you think they would handle it, and what would concern you most?

  2. Question 2

    How well do your heirs understand the responsibility that comes with wealth, and how did they learn what they know?

  3. Question 3

    What conversations about money and wealth have you had with your heirs, and what have you avoided?