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Generational Planning with Chatterton.

The team at Chatterton & Associates understands that being named a beneficiary in the process of estate planning can be a delicate matter. Our aim is to give you resources to help you understand what questions you might want to ask, whom you need to go to for answers and guidance and provide any assistance you may need throughout your role as beneficiary.

Being a beneficiary has unique advantages and challenges. By us working together, we are able to find more opportunities, and plan much more proactively, which can help to prevent and avoid mistakes, rather than have to solve problems later on.

-Rob Chatterton

Generational Planning: A Collaborative Effort

When you’re first considering generational planning, it is beneficial to discuss which family members you’d like to be involved, and what your intentions are.

Why Should Your Beneficiary Meet with Your Financial Advisor?

Having your beneficiary meet with your financial advisor allows for a better understanding of potential estate planning issues, tax implications, and more.

Ready to Start the Generational Planning Process

Learn more about the next steps to take in the generational planning process and contact us to get started.

Beneficiary Materials to Help Guide You

The information below is a general guide for beneficiaries to help start the conversation surrounding your role. We understand you may have unique questions and concerns related to your estate and legacy planning situation. We are happy to discuss with you at any time. Once you have read through the materials by clicking the button below, feel free to contact our office and we will set up a meeting at your earliest convenience.

Download Beneficiaries Guide

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