Transferring Wealth Wisely
Update: 2025-12-09
Description
Transferring wealth is never just about dollars. It’s about values, expectations, relationships, and the messy emotions that often come with. In this insightful conversation from our 2025 Investor Symposium, Estate Planning Attorney Brian Standing and Wealth Advisor Patrice Bening unpack the realities of gifting and inheritance. They explore how thoughtful structures can turn money into meaning and ensure that your wealth is optimized and transferred with intention.
Tune in if you're interested in…
- Understanding the difference between giving money and passing on values
- How to support adult children without creating dependency or misaligned expectations
- When and why to use trusts, even for responsible heirs
- Structuring gifts that empower rather than overwhelm
- Navigating tricky family dynamics when heirs have different levels of responsibility
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
