It’s time to talk about passing down wealth

 

If you’re unsure about talking about wealth transfer with your loved ones, you’re not alone. However, the benefits of having these discussions early and often can have profound effects down the road. Your advisor has the knowledge and patience to make the process easier for everyone involved.

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  1. Make a plan
  2. Start the conversation
  3. Support beneficiaries
  4. Financial education

Support beneficiaries

 

An inheritance can bring challenges, from navigating digital assets to understanding the value of trusts. Working with your advisor can make a big difference.

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HOW YOUR ADVISOR CAN HELP

Having an established relationship with an advisor is key to:

 

  • Aligning values, goals and intentions
  • Building a comprehensive plan for goals today and inheritance
  • Improving financial skills with resources and tools
Trusts are a great way to pass down assets. How much do you think you know?
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    True or false?


    Only the wealthy benefit from trusts.
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    True or false?


    With trusts, you set it and forget it.
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    True or false?


    There are many reasons to set up a trust.
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    True or false?


    Once you’ve set up a trust, you give away any role in managing its assets.
We’re here to help.
Contact your advisor.

 

As always, your advisor has the resources and knowledge to make navigating tough topics easier. Reach out when you’re ready.

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Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

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