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Newsletter – October 2022

See What’s New in the WealthCAP HUB®

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

The greatest transfer of wealth in history is upon us with almost $70 trillion projected to pass from boomers to the next generations over the next 25 years through elaborate estate planning. Whether you’re a beneficiary – or the wealth advisor to one – do you know what beneficiaries are entitled to receive from their trust?

The Blended Family Challenge

Blended families arise through second or third marriages where both spouses may have children from a prior marriage and potentially children together, thus resulting in a non-traditional family unit. Beautiful as this may be, remarriages signal a transition that warrants revisiting your wealth and financial planning to ensure your new modern family is taken care of according to your wishes and intent.

Job Description Template

Providing candidates with strong and accurate job descriptions are not only essential for individuals to understand the demands and needs of an open position, but they also allow for employers to properly identify exactly what will be expected of potential employees if they are selected. Learn how to craft a detailed job description that provides clarity and ensures goal alignment for both parties.

The Likeability Trap: How To Balance Authentic Leadership With Success

The Likeability Trap: the pursuit of likeability at the expense of authenticity—is arguably the biggest and the most all-encompassing pitfall for women who aspire to lead” as discussed in the latest book by Alicia Mendez. Learn more in this article written by Michelle Langdon at Wellth Works, or join us for EP. 8 of the WealthCAP SPEAKS to hear Michelle discuss how we can effect change both at an individual level and a macro-level to re-code how we view women and leadership and how to balance authentic leadership with success.

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