Rethinking estate planning

Today’s headlines are full of what the markets are doing due to inflation, rising interest rates and the possibility of a recession. We’re also in the midst of the biggest wealth transfer in history and we need to pay attention to the longer-term items that are important to help build and preserve wealth, like estate planning. In this episode of Everyday Wealth™, Jean and Soledad are joined by estate planning attorney and author David York to examine wealth transfer through a new purpose-driven lens. Later in the episode, Jean and Soledad are joined by Edelman Financial Engines wealth planner Rose Niang to discuss considerations to make when you’re leaving an inheritance.


Neither Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Explore the crossroads of financial decisions and how they affect your life.