Legacy planning is about more than passing assets from one generation to the next. It is about preserving the values, wisdom, and opportunities that helped build a family's success in the first place. As America enters what many are calling the Great Wealth Transfer, families are facing important decisions about family wealth preservation, generational wealth planning, and preparing future generations to become responsible stewards of wealth. Through wealth transfer education, families can gain a deeper understanding of the choices available to them, helping ensure that a lifetime of hard work continues to create opportunity, security, and purpose for the people they care about most..