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Estate Planning Strategies

Wealth transition isn't just a financial process — it's also deeply personal.

Families that lose inherited wealth over two generations share three core reasons:

Families that lose inherited wealth over two generations share three core reasons:

  • A breakdown in communication and trust
  • Their heirs were not prepared
  • Low cohesion around shared family values

Oftentimes, when wealth is handed down to the next generation, heirs don’t know how to manage and maintain those resources. As a result, our planning process incorporates opportunities for families to:

  • Increase communication and trust
  • Prepare the heirs
  • Increase cohesion around shared family values

At Marshall Wealth Advisors, we want your heirs to embrace a heart of stewardship: using wealth responsibly, preparing the next generation, and safeguarding your legacy.


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