“What adults can learn from Kids,” a TED talk by a Gen Z member, captures this generation’s desire to impact the world. As they view technology as commonplace, they have the power to utilize this to change family and business relationships. Through interactive exercises focused on Generational Thinking, this call questions our approaches to the governance and wealth transfer tools designed with top-down approaches.
Electronic Wills and Recent Legislative Activity: Yesterday’s Techie Youth Are Now Today’s Testators
In 2013, an Ohio judge admitted to probate a Will written entirely with an electronic stylus pen on a Samsung Galaxy tablet and later signed electronically by the testator and witnesses. In 2017, the concept of an electronic Will or “e-Will” has become a hot topic with the help of a for-profit company seeking to procure favorable legislation in Florida and beyond. Not all agree that electronic will legislation as being proposed is a good idea. Do you? Kyle Gee provides background into the concept of electronic Wills by explaining factors leading to their creation by emerging generations. He also summarizes electronic Will cases from around the world. Kyle shares reasons proponents are pushing for enactment of electronic Will statutes and the concerns raised by those in opposition.
This presentation showed how to help families create comprehensive college funding strategies that maximize financial aid, minimize loans, and save for retirement at the same time. Capstone works closely with families to craft a well thought out and integrated college, retirement, and investment plan.
Research shows that a large percentage of people of all ages, incomes, and education lack the basic financial knowledge and skills to ensure long-term stability for themselves and their families. It is never too early to teach children about money. Young Americans Center for Financial Education uses hands-on programs and real-life experiences build life skills, work skills, and financial self-sufficiency in nearly 60,000 youth every year. It is also the home to Young Americans Bank and an incredible array of award-winning nonprofit programs, all designed to teach young people 21 and under about finances, economics, and business. You’ll learn about the impact they are having and how you and your clients can benefit from their programs.
Scott Gornto, MDIV, LMFT, CST, author of The Stories We Tell Ourselves™, joins us for a conversation on overcoming the stigmas and common challenges inheritors face. We discuss how advisors can help inheritors overcome negative fear-based narratives that hold them back from being successful, explore ways in which we can shift the story of success that they have in their head (based on the family narrative) to a narrative that they own, and by doing so create a new story of success and achievement that has a realistic plan for success.