Trust & Estate Planning

WEBINAR REPLAY: Opening Up About Money with Your Family: When and How to Initiate the Talk

Kate Duffy, FBS®, MFP

Bryn Mawr Trust Advisors

April 23, 2025

< 1 min read

A family walks along the beach.

Watch our webinar replay to discover how to have open, meaningful conversations about money with your family. Learn how generational differences affect money conversations, why proactive financial planning is crucial, and the hidden costs of not having a strategy. Gain insights to help secure your legacy and sustain generational wealth.

Key Topics

How to Prepare for the ‘Great Wealth Transfer’
Turning Money Conversations Into Meaningful Legacies
Navigating the Complexities of Inheritance
The Role of Emotion in Financial Decisions

Kate Duffy, FBS®, MFP

Bryn Mawr Trust Advisors

Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.

Begin your journey

Have questions?

Speak with an financial expert.

Recent Articles

Newsworthy Topics

Navy Commander, Physician and Entrepreneur: Dr. David Rhoiney on Service and Purpose (Ep. 30)

Jamie Hopkins and Kate Duffy welcome Dr. David Rhoiney, vascular surgery fellow, Navy commander, entrepreneur, and physician.
Two the Point

Two the Point – The Index Isn’t the Market

Strong earnings, shifting leadership, and evolving opportunities. Here’s what investors should know right now.
Tax Planning

Resources — 2026-2027 Year-End Tax Planning Guide [PDF]

Our 2026-2027 Bryn Mawr Trust Year-End Tax Planning Guide highlights key tax law changes, planning considerations, and strategies for individuals,…

View All resources

Recent Insights

Financial Planning as Your GPS for Life

Discover how a comprehensive plan with your financial advisor serves as your personal GPS for life, helping you navigate retirement, tax strategies, investment decisions, estate planning, and unexpected…
Family Limited Partnerships: A Practical Strategy for Family Wealth Planning

Bryn Mawr Trust Advisors explain how a Family Limited Partnership (FLP) can help families manage assets, transfer wealth to future generations, and maintain control as part of a…

View All Insights

Bryn Mawr Trust | A WSFS Company Your Journey. Our Commitment.

Built on a foundation of trust, Bryn Mawr Trust has been helping individuals, families, and nonprofits achieve their financial goals for more than 130 years.

Cookie Preferences

© 2026 Bryn Mawr Trust

Equal Housing Lender

Accessibility Tools

Disclosures

© 2026 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank. WSFS Institutional Services is a division of WSFS Bank.

Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third-party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third-party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third-party trademark owners that would render this trademark disclaimer not relevant.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.