Main Office: 650.377.4108
1510 Fashion Island Blvd. Ste. 210
San Mateo, CA 94404
Building trust and opening the lines of communication with heirs are key in planning a successful wealth transfer. In this 4-minute video excerpt, Vanguard's Beth Orford, Meredith Antik, and Alisa Shin discuss the upside of your clients' having conversations with their heirs about their financial intentions. Advisors can encourage and facilitate these conversations.
Talking with heirs will help them understand their motivations behind the wealth-transfer plan, assist them in increasing their own financial acumen, and define the roles the heirs are willing to assume long before they are tasked with settling the estate. Our speakes explain different ways to approach these conversations.
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Securities: Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Texas, Virginia, Washington, Washington D.C. and Utah.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors. CRN2995395-031320
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Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Bethany Borowsky, CA Insurance License #0M72593
