Start your family’s financial legacy this summer


family sitting on dock in page

Beach trips and barbecues. Backyard games and bicycle rides. Beer tastings and baseball tournaments. While you and your loved ones break from your hectic routines to enjoy favorite leisure pursuits this summer, the days will be filled with opportunities to create special memories you will cherish for years.

Indeed, we have many reasons to celebrate and much for which to feel thankful. And these special times together may inspire you to think about what your family means to you—now and in the future.

Your thoughts may also turn to your good fortune, the causes and values that play a significant role in your life and how you wish to be remembered someday. To learn about estate planning, and how others are addressing one of the most meaningful wealth management issues, explore our 2017 Wealth Transfer Report for insights, including the unique needs of families and millennial investors.

Your RBC Wealth Management financial advisor can help you create the lasting legacy you envision for yourself and your family. So all those memorable summertime family experiences are able to continue for generations to come. Contact him or her today, or use the locator tool to find an advisor near you.

Related articles

figure
Wealth transfer

Transferring knowledge before wealth

A lack of financial knowledge and limited insight into family finances can stand in the way of families leaving lasting legacies. Learn why and how to bring kids into the financial fold sooner rather than later.

Read more
figure
Wealth transfer

Planning to leave a family legacy? Why writing a will is not enough

More than half of people surveyed have a will, but less than one-third have a full wealth transfer plan. While a will is a good first step, a comprehensive wealth transfer plan requires much more planning and documentation.

Read more
figure
Estate planning

Five estate planning tips to help avoid sibling rivalry

After spending their lives building wealth, most parents hope that their legacy will provide security and enjoyment to their heirs—not family strife.

Read more