Preparing NextGen - Succession Advisors

Preparing NextGen Playbook

Financial Literacy and Wealth Education

Trust & Estate

How Do Charitable Remainder Trusts Work?

Trust & Estate

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

Trust & Estate

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

Wealth Education Tools

Activity: Debt Risk Assessment

Wealth Education Tools

Interactive Game: Estate Planning Trivia

Wealth Education Tools

Activity: Reading A Credit Report

Trust & Estate

How Are Estates Taxed?

Family Purpose & Preparation

The Relationship Between Non-Cash Assets And Charitable Giving

Wealth Education Tools

Activity: Identifying Your Financial Goals

Wealth Education Tools

Activity: Aligning Budgets To Lifestyle

Family Purpose & Preparation

Family Held Entities For Planning

Wealth Education Tools

Interactive Game: Wealth Transfer Taxes

Family Purpose & Preparation

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

Financial Literacy

Why Are K1 Forms Often Delayed?

Wealth Education Tools

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

Family Purpose & Preparation

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

Trust & Estate

What New Family Trustees Need To Know

Trust & Estate

How Can I Use Loans To Save Transfer Taxes?

Trust & Estate

How Can You Change The Terms Of An Irrevocable Trust?

Family Purpose & Preparation

Teaching Kids About Money

Wealth Education Tools

Template: Lowering Your Expenses

Trust & Estate

Do Personal Lines Policies Insure Trustees?

Wealth Education Tools

The Importance of Wealth Education

Trust & Estate

What Sophisticated Charitable Giving Options Are Available To Donors?

Financial Literacy

How Does Your Credit Score Impact You

Trust & Estate

Types Of Charitable Remainder Trusts

Wealth Education Tools

Interactive Game: Trustee & Beneficiaries Trivia

Trust & Estate

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

Trust & Estate

How Does The Estate Tax Work?

Wealth Education Tools

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

Financial Literacy

Financial Moves To Make In Your 20s

Trust & Estate

How Do Charitable Lead Trusts Work?

Family Office Insights

Why The Right Quarterback Is Critical To Your Family Office

Trust & Estate

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

Financial Literacy

Video: ESG Disclosures for Investment Advisors

Trust & Estate

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

Trust & Estate

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

Trust & Estate

What Is My Job As Trustee Of A Trust?

Trust & Estate

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

Wealth Education Tools

Template: Personal Finance Calendar

Financial Literacy

Finances And Budgeting For Teenagers

Family Purpose & Preparation

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

Financial Literacy

Activity: Higher Education Options

Wealth Education Tools

Interactive Game: All Roads Lead to Trusts

Trust & Estate

What To Consider When Choosing A Trustee

Trust & Estate

Gifts to GRATS versus Sales to IDITS

Trust & Estate

How Can Estate Plans Be Challenged?

Wealth Education Tools

Activity: Calculating Your Net Worth

Trust & Estate

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

Wealth Education Tools

Tips And Tools To Get Your Teenager Excited About Finance

Financial Literacy

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

Trust & Estate

How Long Before I Can Expect To Receive My Inheritance?

Wealth Education Tools

Activity: Wants Vs. Needs Self-Assessment

Wealth Education Tools

Activity: Create Your Savings Plan

Wealth Education Tools

Interactive Game: Estate Plan 101 Jeopardy Quiz

Trust & Estate

How Does The Generation-Skipping Tax Work?

Trust & Estate

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

Financial Literacy

Financial Lessons Every Adult Should Be Aware Of

Financial Literacy

Activity: Prepare For & Identify Income Opportunities

Financial Literacy

Template: Personal Financial Statement

Trust & Estate

The Trust Protector: Powers, Duties, Responsibilities And Liabilities

Wealth Education Tools

Interactive Game: Trusts & Estates Crossword Challenge

Trust & Estate

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

Trust & Estate

How Does Death Impact Income Tax Basis

Wealth Education Tools

Activity: Financial Behavior Survey

Trust & Estate

How Are Inheritances Taxed?

Family Purpose & Preparation

Video: Learn More About DAFs

Financial Literacy

Financial Moves To Make In Your 30s

Trust & Estate

Life Insurance As Part Of An Estate Plan

Financial Literacy

Form K-1 Basics

Wealth Education Tools

Interactive Game: Trusts & Estates

Family Culture

Family Purpose & Preparation

Wealth Plans Checklist Series: Leadership Development Plan

Family Purpose & Preparation

Evolution of Decision Making Complexity

Family Purpose & Preparation

Finding Purpose – How It’s Different From Passion

Specialty Services & Intel

Prenuptial Agreement Benefits and Misconceptions

Specialty Services & Intel

The Homemaker Spouse

Family Purpose & Preparation

Family Dynamics – What’s the Story?

Family Purpose & Preparation

Next Generation Engagement: Steward or Consumer?

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

Generational Wealth And The Family Enterprise

Family Purpose & Preparation

The Family Meeting – Importance of Feedback

Family Purpose & Preparation

Family Meeting – Effective Communication

Family Purpose & Preparation

Formalize Decision Making

Specialty Services & Intel

Entitlement to Maintenance

Family Purpose & Preparation

Wealth Plans Checklist Series: Wealth Education & Stewardship Plan

Family Purpose & Preparation

Wealth Plans Checklist Series: Family Strategic Plan

Family Purpose & Preparation

The Family Meeting

Family Purpose & Preparation

Make Conflict Great Again

Family Purpose & Preparation

Wealth Plans Checklist Series: Entrepreneurship Plan

Investment Fundamentals

Financial Literacy

What Is A Callable Bond And How Do They Work?

Wealth Education Tools

Activity: Prepare To Invest – Build Your Plan

Financial Literacy

Investing 101 – Getting Started

Wealth Education Tools

Activity: Determine Your Risk Tolerance Level

Wealth Education Tools

Activity: Deciding Between A Roth IRA And Traditional IRA

Financial Literacy

Activity: Publicly Traded – How The Stock Market Works

Financial Literacy

The Impact Fees May Have on Your Return

Financial Literacy

Investing Basics

Financial Literacy

Value Of Diversification

Wealth Education Tools

Creating an Investment Policy Statement

Wealth Education Tools

Activity: Compound Interest Calculator & Goals

Financial Literacy

Financial Mindset

Risk Management

Trust & Estate

Life Insurance As Part Of An Estate Plan

Family Office Insights

Family Office Benchmarking Series: The Changing Face Of Risk

Family Office Insights

Family Office Benchmarking Series: Property

Risk Management

Factors Influencing Carrier, Product, Design And Strategy Recommendation

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?

Family Office Insights

Family Office Benchmarking Series: The Claims Experience

Risk Management

Life Insurance: Five Step Process

Risk Management

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

Risk Management

How To Accelerate Your Life Insurance Purchase

Risk Management

Simple Cybersecurity Practices That Will Prevent Long-Lasting Harm

Risk Management

Three Tax Free Investments for Affluent Millennials

Risk Management

Insurance Policy Self-Assessment

Risk Management

Reduce Your Risk Of Fraud

Family Office Insights

Family Office Benchmarking Series: Liability

Risk Management

Top Threats Facing High Net Worth Families Today

Family Office Insights

2021 Family Office Benchmarking Series On Risk Management

Family Office Insights

Family Office Benchmarking Series: Family Office Risk Management

Philanthropy

Family Purpose & Preparation

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

Family Purpose & Preparation

Empower Your Philanthropy With These 4 Questions

Family Purpose & Preparation

5 Potential Pitfalls For Next-Gen Philanthropists

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

10 Essential Roles Of Good Foundation Boards

Family Purpose & Preparation

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

Family Purpose & Preparation

5 Ways To Make Your Giving Transformational

Trust & Estate

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

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