Women, Wealth and Legacy Planning

 Women are increasingly the guardians of family wealth and can benefit from following some "best practices" in wealth management and preservation.
   
   Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries' financial security, women play a central role in establishing and preserving family wealth. Consider these statistics:1

•  Women now control more than half of the investment wealth in the United States.

•  48% of estates worth more than $5 million are controlled by women, compared with 35% controlled by men.

•  Some estimate that by 2030, women will control as much as two-thirds of the nation's wealth.

   These and other trends magnify the need for women to be involved, informed, and comfortable with their role as guardians of family wealth. Active participation in wealth management can strengthen women's commitment to protect and grow their assets with the goal of leaving a legacy for their children, their community, and beyond.

Best Practices in Legacy Planning
   The following strategies may help assure the smooth transfer of your measurable wealth -- and your values surrounding wealth -- to the next generation.

   Education leads to confidence. Attaining ...