This generation will witness the largest-ever transfer of wealth from parents and grandparents to children. As estate planning options are considered, many families are looking for a way to insure that the inheritance left to heirs does not have a detrimental impact.

History points to a common tendency: a sizable inheritance has the power to stunt the growth character traits like hard work and maturity. In fact, it is possible for an estate plan to reflect specific interests and values . . . including initiative and integrity . . . the Twin “I's” that often played such a vital role in the building of the estate.

One of the most popular ways in which this is accomplished is through a tiered transfer of the inheritance. With this plan heirs receive assets in carefully planned stages . . . allowing for the maturity that comes only with time. At the same time, a distribution in stages makes it possible for your personal values and interests to echo in your legacy.

For details on how this plan and other planning options can be designed to meet very specific objectives, call or write our Planned Giving Office at 785-357-4441, ext. 101.