{"id":232989,"date":"2025-05-09T15:55:17","date_gmt":"2025-05-09T15:55:17","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/navigating-intergenerational-wealth-planning-with-julia-chung\/"},"modified":"2025-05-09T15:55:17","modified_gmt":"2025-05-09T15:55:17","slug":"navigating-intergenerational-wealth-planning-with-julia-chung","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=232989","title":{"rendered":"Navigating intergenerational wealth planning with Julia Chung"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>With over $1 trillion in wealth expected to change hands in the coming years, many families lack a clear plan and haven\u2019t had the necessary conversations to ensure a smooth transfer. In this <em>Coffee Break<\/em>, we\u2019re joined by <a href=\"https:\/\/springplans.ca\/team\/\">Julia Chung<\/a>, 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.<\/p>\n<p>&#13;<br \/>\n    <iframe loading=\"lazy\" title=\"What Every Parent Needs to Know About Wealth Planning\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/HqKIHL5pgfA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>&#13;\n  <\/p>\n<\/p><\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>With over $1 trillion in wealth expected to change hands in the coming years, many families lack a clear plan and haven\u2019t had the necessary conversations to ensure a smooth transfer. In this Coffee Break, we\u2019re joined by Julia Chung, Certified Financial Planner and Co-Founder of Spring Planning, to discuss intergenerational wealth planning. We explore [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[86504,46387,7239,10977,10922,7351],"dealstore":[],"offerexpiration":[],"class_list":["post-232989","post","type-post","status-publish","format-standard","hentry","category-investing","tag-chung","tag-intergenerational","tag-julia","tag-navigating","tag-planning","tag-wealth"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Navigating intergenerational wealth planning with Julia Chung - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=232989\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Navigating intergenerational wealth planning with Julia Chung - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"With over $1 trillion in wealth expected to change hands in the coming years, many families lack a clear plan and haven\u2019t had the necessary conversations to ensure a smooth transfer. 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