This presentation gets to the heart of the main problem in generational transfer: communication.

• Generational transfer of assets, values, and goals isn’t natural. It requires planning.
• It’s hard to talk about inheritance, but Savvy Generational Planning provides a helpful framework for communication.
• There are four main steps to a successful generational transfer: Defining the family culture, setting family goals, learning key financial concepts, and preparing beneficiaries for their inheritance.