Protecting your family. Building a company. Maintaining a high standard of living in retirement. Giving back to the community. Whatever your goals, wealth transfer planning plays an essential role. Whether you live to 70, 80 or even 90, you are likely to have assets that outlive you – “excess” wealth that will be transferred from you to others. What you choose to do with that excess – now an then – is what this book is all about.This book is designed to help you work effectively with your family members and advisors in an informed and collaborative way, creating a plan that is both tax-efficient and centered around the values by which you live.
Legacy: Conversations About Wealth Transfer
ISBN: 978-0-9816092-2-5

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