{"id":2315,"date":"2026-10-06T11:13:05","date_gmt":"2026-10-06T15:13:05","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/klugeadvisorygroup\/?p=2315"},"modified":"2026-10-07T10:21:23","modified_gmt":"2026-10-07T14:21:23","slug":"wealth-road-map-briefing-family-trusts-inheritance-insights-and-whats-next-for-markets","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/klugeadvisorygroup\/wealth-road-map-briefing-family-trusts-inheritance-insights-and-whats-next-for-markets\/","title":{"rendered":"Wealth Road Map Briefing: Family Trusts, Inheritance Insights, and What\u2019s Next for Markets"},"content":{"rendered":"<p><iframe title=\"Wealth Road Map Briefing: Family Trusts, Inheritance Insights, and What\u2019s Next for Markets\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/Xq9SCdCHROM?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><\/p>\n<p style=\"line-height: 18px\">In our latest Wealth Road Map Monthly Briefing, we explore when a family trust may be an effective estate planning tool, additionally we share practical strategies to help families navigate wealth transfer and inheritance planning.<\/p>\n<p style=\"line-height: 18px\">We also provide a market and portfolio update, addressing some of the most common questions arising from client conversations, including the upcoming U.S. midterm election and the current interest rate environment.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our latest Wealth Road Map Monthly Briefing, we explore when a family trust may be an effective estate planning tool, additionally we share practical strategies to help families navigate wealth transfer and inheritance planning. 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