HOW TO PLAN, COMMUNICATE, AND EXECUTE THE SMOOTH TRANSFER OF ASSETS AND VALUES FROM ONE GENERATION TO THE NEXT
Chief Financial Strategiest
Certified Estate and Trust Specialist®
Certified National Social Security Advisor®
Certified Tax Specialist®
Certified Income Specialist®
Certified Fund Specialist®
Certified Annuity Specialist®
I've seen families struggle through generational wealth planning. Instead of using hard-earned financial assets as a path to open doors and provide opportunities, it sometimes does the opposite and create family discord.
The values and goals that have been established by the family will determine how the younger generations receive and manage their inheritance.
You see, traditional estate planning doesn’t really cover everything that needs to be discussed. Your legacy is far more than just tangible assets – it includes values, family history, and proper preparation. All of these things are incredibly important. They are what you will transfer to your children, grandchildren, and beyond.
But that transfer doesn’t happen naturally. We’re often hesitant to talk about money and death, for a variety of reasons. Let’s take a closer look at the barriers to generational planning, and how you can overcome them to set up a successful transfer of assets and values to the next generation.
Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence and Your Personal Money Diary. She is a Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, and a certified National Social Security Advisor. Less than 1% of financial advisors hold these designations. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.
With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.
Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.
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