Transferring wealth is never just about dollars. It’s about values, expectations, relationships, and the messy emotions that often come with. In this insightful conversation from our 2025 Investor Symposium, Estate Planning Attorney Brian Standing and Wealth Advisor Patrice Bening unpack the realities of gifting and inheritance. They explore how thoughtful structures can turn money into meaning and ensure that your wealth is optimized and transferred with intention. Tune in if you're interested in…Understanding the difference between giving money and passing on valuesHow to support adult children without creating dependency or misaligned expectationsWhen and why to use trusts, even for responsible heirsStructuring gifts that empower rather than overwhelmNavigating tricky family dynamics when heirs have different levels of responsibility