Скачать или смотреть Rather & Kittrell Capital Management-Jeff Hall, CFP®: Wealth Transfer as Part of Your Financial Plan

Wealth transfer planning is more than deciding who receives your assets. It’s about creating clarity for your family, reducing unnecessary complications, and making sure your financial plan carries forward the values and intentions that matter most to you. In this video, Jeff Hall, CFP®, explains how wealth transfer fits into a complete financial plan and why it deserves attention long before the later years of life.

Many people think of wealth transfer as something handled through a will alone. In reality, it involves a coordinated set of decisions—beneficiary designations, account ownership, tax considerations, communication with family, and strategies that support the long-term stability of the people you care about.

In this video, Jeff covers:

What wealth transfer planning actually involves

How it differs from estate planning

Why early planning helps reduce stress for your family

How to coordinate wills, trusts, and beneficiary designations

Why account titling and tax awareness matter

How communication strengthens the plan

The role an advisor plays in keeping everything aligned

Why updating your plan over time creates more confidence

A strong wealth transfer plan doesn’t happen by accident. It takes clarity, structure, and a coordinated approach that reflects both your financial resources and your personal goals. When these pieces work together, your family is better prepared and your intentions are easier to carry out.

At Rather & Kittrell, we help clients build wealth transfer strategies that support long-term planning, reduce uncertainty, and honor the legacy they want to leave. Our role is to guide you through the decisions that matter and make sure your plan stays consistent as life changes.

If you’re thinking about how wealth transfer fits into your long-term financial picture, this video is a practical place to start.

Learn more about our financial planning process:
https://www.rkcapital.com/our-process

Explore insights on wealth transfer, retirement, and long-term planning:
https://www.rkcapital.com/insights

Talk with a fiduciary advisor:
https://www.rkcapital.com/contact

Rather & Kittrell is an independent Registered Investment Advisor in Knoxville, Tennessee. We help families build coordinated plans for retirement, investing, estate planning, charitable giving, and generational wealth.

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