Preparing for the
Great Wealth Transfer

An Advisor’s Guide to Generational Planning

This ebook developed by Envestnet | MoneyGuide covers how to build a solid estate planning foundation and how you can provide guidance to the next generation.

Download this eBook to learn about:

• The Wealth Challenge
• What is Estate Planning?
• Benefits of Planning
• Integrate Estate Planning into your Practice
• Top concerns of the Next Gen
• MyBlocks
• Engaging the Next Gen

90% of most children & heirs will leave their parents’ advisor upon receiving their inheritance.

Source: Financial Advisor Magazine 2/1/2019 - Will You Clients’ Kids Freeze You Out?