Recently, AlphaCore hosted an insightful discussion on The Great Wealth Transfer and Multi-Generational Financial Planning, a topic that is becoming increasingly important as families navigate decisions about wealth, legacy, and the next generation.

• How do you help your children today without jeopardizing your own financial future?
• What happens to highly appreciated assets when they’re passed to heirs?
• What’s the best way to create fairness among beneficiaries while preserving family wealth?

These are just some of the questions explored by AlphaCore specialists Samuel Jones, Rory McGlynn, CFP®, and Kyle Kraus, CFP®, CPWA®, alongside local estate attorney Dan Mong during this engaging discussion.

As a comprehensive wealth advisor, AlphaCore helps clients think beyond investment management to address the broader planning considerations that often accompany significant life and family transitions. Throughout the event, the panel shared practical insights and real-world perspectives on topics such as:

Topics discussed included:

• Lifetime gifting strategies and wealth transfer considerations
• Estate equalization among children and beneficiaries
• Step-up in basis and its potential impact on inherited assets
• Real estate succession planning, including 1031 exchanges and Delaware Statutory Trusts (DSTs)
• The importance of coordinating investment, tax, and estate planning strategies

One of the key takeaways from the discussion was that no two families are alike. Whether you’re considering providing financial support to adult children, planning for future inheritances, evaluating real estate holdings, or simply thinking about the legacy you’d like to leave behind, thoughtful planning can help create greater clarity and confidence for both you and your loved ones.

Disclosure: This material is being provided for informational purposes only. This material represents the current views and opinions of AlphaCore Capital, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data or material contained herein. AlphaCore provides investment advice only within the context of our written advisory agreement with each AlphaCore client. It may contain forward-looking statements regarding economic trends, market developments, or other factors. Actual results could differ materially from those expressed or implied. AlphaCore is not recommending the purchase, sale or holding of any security. Information provided does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice.