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A Guide to Multigenerational Estate Planning
Manage episode 416164724 series 3566703
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We know that making sure your family is taken care of is important to building your legacy. However, have you actually thought about true generational wealth building and why it means so much more than making sure your family has assets past your life?
In this episode of Planning Reimagined, Kris and Celeste welcome Mark Auten to discuss personal and estate planning. They discuss that while many are meticulous in planning out the legacy of their businesses, they often don't put the same thought into their personal planning, to sidestep potential legal pitfalls and guarantee a seamless process. They underscore the emotional challenges that often accompany financial decision-making within the realm of estate planning.
The episode also talks about "estate planning paralysis," a state many find themselves in when confronted with the complexities of preparing for the future. But as Celeste points out, initiating the process is as simple as calling the right advisor. From rolling premiums into a life insurance trust to the craft of family business succession, the conversation discusses strategies to effectively manage and transition wealth. They also discuss the challenges faced in probate cases, the value of involving children in financial discussions early, and the indispensable role of education in preparing future generations to handle wealth responsibly. We have a wealth transfer of approximately $36 trillion ahead of us, making estate planning more important than ever.
To connect with Mark, visit: https://plunksmith.com/mark-auten/
To learn more about Robin Glen, visit: RobinGlen.com
To schedule an appt, visit: www.calendly.com/ccmoya
Key Topics Covered:
- Approaching personal planning with the same detail as business planning
- The balance between financial decisions and emotional factors in estate planning
- Overcoming estate planning paralysis and starting the process
- Life insurance trusts as a cost-saving tool
- Customized estate planning and the role of specialized advisors
- Family business succession and preparing future generations for wealth management
- The impact of probate and strategies to avoid it
- Estate planning in blended families and the use of corporate trustees
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