More Than Money: Preparing Your Family for What’s Next
More Than Money: Preparing Your Family for What’s Next Please join members of the Cape Cod 5 Wealth Management team at the Osterville Village Library for a timely conversation about preparing your family for what’s ahead. Over the next two decades, an estimated $84 trillion is expected to pass from one generation to the next – representing the largest transfer of wealth in U.S. history. Is your family prepared? Together, we’ll explore how thoughtful planning and open communication can help your family navigate this transition – from estate planning considerations to meaningful conversations about wealth, values and intentions. During the presentation, we’ll discuss: • How to start – or strengthen – conversations about wealth with your children and loved ones • Key estate planning strategies to help protect what you’ve built • Common challenges families encounter during wealth transitions – and how to help avoid them • Trends shaping the next generation of wealth holders