Navigating intergenerational wealth planning with Julia Chung

With over $1 trillion in wealth expected to change hands in the coming years, many families lack a clear plan and haven’t had the necessary conversations to ensure a smooth transfer. In this Coffee Break, we’re joined by Julia Chung, Certified Financial Planner and Co-Founder of Spring Planning, to discuss intergenerational wealth planning. We explore key topics including tax efficiency in wealth transfers, how to prepare heirs not just financially but emotionally for future responsibilities, and tips for fostering family discussions around money.