Strategies for Transferring Wealth (Aging Parents to Adult Children)

Missed the live session? Don’t worry—this replay will transform the way you think about transferring wealth and preserving your family’s legacy. Dive into our expert‑led conversation where Chad Holmes shares strategies to minimize inheritance taxes, plan early and ensure a smooth, meaningful transition of assets.

We go beyond typical estate advice, focusing on proactive planning that organizes key documents, fosters open family communication and leverages tax‑efficient tools. It’s all about maximizing your legacy while reducing unnecessary tax burdens and safeguarding family harmony.

Discover how to protect your loved ones’ future and foster intergenerational wealth. Watch now and take your legacy planning to the next level!

Guest Speaker:

Chad Holmes

CFP®, CPA, CPWA

In this Webinar we discussed...

  • Tackle misconceptions that families don’t need wills.

  • Organize wills and key documents, and map out strategies ahead of time

  • Use tax‑smart gifts to share wealth now and enjoy the joy of giving

  • Discuss money openly with family and engage a fiduciary advisor

  • Consider trusts, probate avoidance and even “disclaiming” an inheritance

Meet Chad

Chad runs a boutique financial planning firm out of Fairhope, AL, serving families nationwide as a flat fee financial advisor (no commissions or sales products), focusing on minimizing taxes and maximizing legacies from a multigenerational perspective.

He is both a CPA and CFP® fiduciary. His latest accomplishment is becoming a bestselling author with his book, The Inheritance Playbook – Helping Your Parents Pass the Torch, Not the Tax.

As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal, MarketWatch, and Yahoo Finance.

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