Securing Your Legacy: Transferring Wealth Across Generations

Intergenerational wealth transfer strategies for you and your family

You’ve worked hard to achieve financial wellness for you and your family. But have you planned out how your family can use what you’ve built to ensure their own financial futures? What are your goals and how can you secure your legacy for generations to come? Watch this exclusive recorded webinar to learn more.

Scott Evans, Senior Financial Advisor at BlueShore Financial, and Rutsu Shikano, Estate Planning Lawyer from the law firm of Richards Buell Sutton LLP, provide expert advice and tips on setting up intergenerational wealth transfers within your family. Whether your goal is to do it now or as part of your will, this presentation explores many of the considerations you should weigh for setting the next generation up for success while protecting your own interests.

The webinar covers:

• Helping the next generation with home ownership, education and other financial matters during your lifetime
• Legacy planning and securing your own future needs
• Property transfer matters including legal, tax and emotional implications
• Considerations for structuring wills in complex family situations

Speakers

Scott Evans, CFP®
Senior Financial Advisor
BlueShore Financial

Rutsu Shikano
Partner
Richards Buell Sutton 

This webinar specifically focuses on tips for people who are transferring wealth and assets within their family – with options for transfers while alive or as part of a final estate plan.