Preserving Generational Wealth

Join wealth transfer advisor Alaina Davalos and financial advisor Evan Kuykendall for an educational session focused on preserving and transferring family wealth. This webinar offers practical guidance on wealth transfer considerations, tax planning strategies, and legacy planning topics for future generations.

You will learn strategies for:

• Tax-efficient planning 

• Asset protection and legal planning tools 

• Sharing financial knowledge and family values 

• Teaching responsibility and sound money habits 

• Smart asset location and allocation 

• Lifetime gifting strategies