A few months back I hosted a webinar
about a number of strategies we are using to maximize the amount our clients pass to the next generation. It turns out I left one great idea out. If you recall, the foundation of the discussion was identifying clients with “excess capital”. This means that they have more than enough assets to cover their support and maintenance for life. Many of these clients will have already identified an asset or assets that they want to pass on to their children or grandchildren.