Planning for generational wealth can feel complex, but it doesn’t have to be.

Our Generational Wealth Checklist is designed to help you get organized, identify gaps, and think through how your assets will be preserved and passed on over time. It walks through key areas including ownership, beneficiary designations, trusts, and conversations to have with your family and advisors. 

For pre-retirees and retirees, having a clear plan in place helps ensure your wishes are carried out and reduces unnecessary stress for the people you care about. Estate planning allows you to determine how assets are distributed and prepare for future decision-making with confidence.

Russell Wealth Partners works with individuals and families across San Diego who are thinking intentionally about their next phase.