Preparing NextGen - Succession Advisors

Preparing NextGen Playbook

Financial Literacy and Wealth Education

Financial Literacy

Form K-1 Basics

Wealth Education Tools

Activity: When To Use A Credit Card Vs A Debit Card

Wealth Education Tools

Activity: Create Your Savings Plan

Financial Literacy

Activity: Higher Education Options

Trust & Estate

Can I Get Away With Giving Personal Items To My Children Without Reporting Those Gifts For Gift Or Estate Tax Purposes?

Trust & Estate

Crypto And Estate Planning Series Part 3: Giving The Executor Or Personal Representative Access To Private Keys At Death

Wealth Education Tools

Activity: Reading A Credit Report

Financial Literacy

How Does Your Credit Score Impact You

Wealth Education Tools

Interactive Game: Wealth Transfer Taxes

Family Purpose & Preparation

Teaching Kids About Money

Wealth Education Tools

Template: Lowering Your Expenses

Trust & Estate

How Does The Estate Tax Work?

Wealth Education Tools

Activity: Calculating Your Net Worth

Trust & Estate

How Can Qualified Disclaimers Be Used To Benefit An Estate Plan?

Trust & Estate

What To Consider When Choosing A Trustee

Financial Literacy

Investing Is Personal: Shouldn’t Wealth Advisors Build Portfolios As Unique As Their Clients?

Financial Literacy

Video: ESG Disclosures for Investment Advisors

Wealth Education Tools

Activity: Debt Risk Assessment

Wealth Education Tools

Interactive Game: Trusts & Estates

Trust & Estate

How To Give Effective Crummey Notices So Gifts To Trusts Qualify For The Annual Exclusion

Family Office Insights

Why The Right Quarterback Is Critical To Your Family Office

Trust & Estate

As A Trust Beneficiary, How Can I Determine What I’m Entitled To Receive From A Trust?

Trust & Estate

How Does Death Impact Income Tax Basis

Trust & Estate

What New Family Trustees Need To Know

Wealth Education Tools

Template: Personal Finance Calendar

Financial Literacy

Template: Personal Financial Statement

Trust & Estate

Should I Treat My Children Equally As Part Of My Estate Plan?

Trust & Estate

Crypto And Estate Planning Series Part 2: Avoiding Probate of Crypto Assets Through A Living Trust

Wealth Education Tools

Activity: Aligning Budgets To Lifestyle

Trust & Estate

How Are Qualified Personal Residence Trusts Used To Transfer Interests In A Residence?

Family Purpose & Preparation

The Great Wealth Transfer Requires A Discussion Of Values Among Family Members

Trust & Estate

How Can Estate Plans Be Challenged?

Trust & Estate

How Are Estates Taxed?

Trust & Estate

What Sophisticated Charitable Giving Options Are Available To Donors?

Wealth Education Tools

Interactive Game: All Roads Lead to Trusts

Trust & Estate

What Is The Difference Between A Grantor Trust And A Non-Grantor Trust?

Wealth Education Tools

The Importance of Wealth Education

Wealth Education Tools

Interactive Game: Trustee & Beneficiaries Trivia

Family Purpose & Preparation

The Relationship Between Non-Cash Assets And Charitable Giving

Family Purpose & Preparation

Wealth Plans Checklist Series: Advanced Estate Plan – Wealth Transfer Tax Planning

Trust & Estate

Life Insurance As Part Of An Estate Plan

Trust & Estate

Types Of Charitable Remainder Trusts

Financial Literacy

Financial Moves To Make In Your 20s

Wealth Education Tools

Activity: Identifying Your Financial Goals

Financial Literacy

Finances And Budgeting For Teenagers

Trust & Estate

How Are Inheritances Taxed?

Financial Literacy

Financial Lessons Every Adult Should Be Aware Of

Trust & Estate

How Long Before I Can Expect To Receive My Inheritance?

Family Purpose & Preparation

Family Held Entities For Planning

Wealth Education Tools

Interactive Game: Estate Plan 101 Jeopardy Quiz

Wealth Education Tools

Interactive Game: Estate Planning Trivia

Family Purpose & Preparation

Video: Learn More About DAFs

Financial Literacy

Financial Moves To Make In Your 30s

Trust & Estate

How Can You Change The Terms Of An Irrevocable Trust?

Wealth Education Tools

Activity: Reasons To Learn Savings, Expenses, & Budgeting – Benefits & Imagery

Trust & Estate

The Trust Protector: Powers, Duties, Responsibilities And Liabilities

Wealth Education Tools

Activity: Financial Behavior Survey

Wealth Education Tools

Tips And Tools To Get Your Teenager Excited About Finance

Wealth Education Tools

Activity: Wants Vs. Needs Self-Assessment

Wealth Education Tools

Interactive Game: Trusts & Estates Crossword Challenge

Family Purpose & Preparation

Family Limited Partnership (FLP) Vs Family Limited Liability Company (FLLC)

Trust & Estate

Do Personal Lines Policies Insure Trustees?

Trust & Estate

How Does The Generation-Skipping Tax Work?

Trust & Estate

How Do Charitable Remainder Trusts Work?

Financial Literacy

Activity: Prepare For & Identify Income Opportunities

Financial Literacy

Why Are K1 Forms Often Delayed?

Trust & Estate

What Is My Job As Trustee Of A Trust?

Trust & Estate

How Can I Use Loans To Save Transfer Taxes?

Trust & Estate

What Is My Job As An Executor Of A Probate Estate?

Trust & Estate

How Do Charitable Lead Trusts Work?

Trust & Estate

Gifts to GRATS versus Sales to IDITS

Family Culture

Specialty Services & Intel

Prenuptial Agreement Benefits and Misconceptions

Family Purpose & Preparation

Family Dynamics – What’s the Story?

Family Purpose & Preparation

The Family Meeting

Family Purpose & Preparation

Wealth Plans Checklist Series: Entrepreneurship Plan

Family Purpose & Preparation

Formalize Decision Making

Specialty Services & Intel

The Homemaker Spouse

Family Purpose & Preparation

Family Meeting – Effective Communication

Family Purpose & Preparation

Wealth Plans Checklist Series: Wealth Education & Stewardship Plan

Family Purpose & Preparation

Make Conflict Great Again

Family Purpose & Preparation

Wealth Plans Checklist Series: Family Strategic Plan

Family Purpose & Preparation

Evolution of Decision Making Complexity

Family Purpose & Preparation

Wealth Plans Checklist Series: Leadership Development Plan

Family Purpose & Preparation

The Family Meeting – Importance of Feedback

Family Purpose & Preparation

Generational Wealth And The Family Enterprise

Family Purpose & Preparation

Finding Purpose – How It’s Different From Passion

Family Purpose & Preparation

The Family Wealth Coach: A Change Agent

Wealth Education Tools

Wealth Tools For Defining Your Shared Family Purpose

Family Purpose & Preparation

Family Meeting – Effective Meetings

Family Purpose & Preparation

Next Generation Engagement: Steward or Consumer?

Specialty Services & Intel

Entitlement to Maintenance

Investment Fundamentals

Financial Literacy

Activity: Publicly Traded – How The Stock Market Works

Financial Literacy

Financial Mindset

Wealth Education Tools

Activity: Determine Your Risk Tolerance Level

Wealth Education Tools

Activity: Deciding Between A Roth IRA And Traditional IRA

Financial Literacy

Investing Basics

Wealth Education Tools

Activity: Compound Interest Calculator & Goals

Financial Literacy

What Is A Callable Bond And How Do They Work?

Financial Literacy

The Impact Fees May Have on Your Return

Financial Literacy

Value Of Diversification

Financial Literacy

Investing 101 – Getting Started

Wealth Education Tools

Activity: Prepare To Invest – Build Your Plan

Wealth Education Tools

Creating an Investment Policy Statement

Risk Management

Risk Management

Reduce Your Risk Of Fraud

Family Office Insights

Family Office Benchmarking Series: The Claims Experience

Risk Management

Minimizing Your Digital Footprint: Taking Back Control Of Your Information Online

Family Office Insights

Family Office Benchmarking Series: Property

Risk Management

Factors Influencing Carrier, Product, Design And Strategy Recommendation

Trust & Estate

Life Insurance As Part Of An Estate Plan

Risk Management

Simple Cybersecurity Practices That Will Prevent Long-Lasting Harm

Family Office Insights

2021 Family Office Benchmarking Series On Risk Management

Family Office Insights

Family Office Benchmarking Series: Liability

Risk Management

Life Insurance: Five Step Process

Family Office Insights

Family Office Benchmarking Series: The Changing Face Of Risk

Risk Management

How To Accelerate Your Life Insurance Purchase

Family Office Insights

Family Office Benchmarking Series: Family Office Risk Management

Risk Management

Three Tax Free Investments for Affluent Millennials

Family Office Insights

Family Office Benchmarking Series: The Changing Face Of Risk – Key Concerns

Risk Management

Life Insurance Product Overview

Risk Management

Your Estate Plan Advisors Want You To Choose A Trustee – Now What?

Risk Management

Top Threats Facing High Net Worth Families Today

Risk Management

Insurance Policy Self-Assessment

Philanthropy

Family Purpose & Preparation

5 Ways To Make Your Giving Transformational

Family Purpose & Preparation

A Year Of Crisis Forced Foundations To Change Bad Practices: They Should Never Revert To The Old Ways

Family Purpose & Preparation

10 Essential Roles Of Good Foundation Boards

Family Purpose & Preparation

4 Simple Steps To Shift From Planning To Doing

Family Purpose & Preparation

5 Mistakes To Avoid When Pursuing Strategic Grantmaking

Family Purpose & Preparation

Empower Your Philanthropy With These 4 Questions

Family Purpose & Preparation

Responsive Vs. Strategic Grantmaking: Which One Is Right For You?

Trust & Estate

What Are The Initial Questions I Need To Consider When Deciding If I Should Form A Private Foundation

Family Purpose & Preparation

5 Potential Pitfalls For Next-Gen Philanthropists

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