Wealth transfer strategies: How to leave assets to your loved ones
Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.
Let’s work together to create a lasting legacy. 👇🏼
We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...