Too often, breakdowns in communication and preparation bring hard-earned financial legacies to an end. But what you've built is worth preserving, and this class can help ensure you have the support and strategies needed to build momentum that will last for generations to come. This class will explore the latest insights about the elements of successful wealth transfer plan and explore all of the key components, including tax-efficient planning, passing on your valuables and the importance of assembling a wealth transfer team of specialized professionals. Jess Ryan is a CERTIFIED FINANCIAL PLANNER®.