Video
Confronting Fear When Wealth Transfer Planning
Jeff Hall
11.09.2022
Hi, I’m Jeff Hall, Partner and Senior Advisor at Rather and Kittrell.
When we discuss wealth transfer planning with clients, many times, we sense that there is a fear of the money that these folks have accumulated and how it might impact the next generation, because that money was earned by someone – whether it was the clients that were sitting across the table from, or maybe another family member. And the next generation may not have developed the wisdom, or the character, or the life experience to know how to manage that wealth well. That is a real fear, and those are important discussions that we have with clients. If you’d like to learn more about how we navigate these discussions, please visit us at rkcapital.com.
