At first glance, a Wealth Transfer plan may sound like a task that is outside your skill set. Don’t despair, with a few tips and some help from trusted advisors we can make it happen. Let’s discuss a few ideas that can bring a Wealth Transfer plan from a vague concept...
Families of all shapes and sizes need to develop a plan to transfer assets since the transfer of wealth to the next generation is inevitable. Preparing your heirs to take over your estate and educating them on your directives is equally important. The involvement of a...
Transferring Wealth through Estate Planning Generational Wealth transfer is the process of passing wealth from someone who has died to their beneficiaries. Estate planning, at its core, is simply providing a roadmap directing where you want your things to go and...
