How Estate Planners Can Help Clients Navigate Generational Wealth Transfer Amid Rising Inflation
Dan Sudit
Multigenerational financial planning and wealth transfer are rarely ever simple. Each client brings distinctive and varied considerations, so even experienced planners can encounter something new every day. The current environment of rapidly rising inflation adds a new element to evaluate and may cause some increased client anxiety, but if planning is done right, then “headline news” should not significantly impact a client’s long-term strategy.
