Wealth Planning

INSPIRED TO PLAN FOR THE FUTURE

Wealth Transfers: You Shouldn't Take the Emotion Out of Your Decisions

We find ourselves in the middle of one of the greatest wealth transfer periods of all time. Billions of dollars are moving from older generations to the next or to charities at an unprecedented pace. Those with wealth must decide whether they want to make transfers, and if they do, they must decide how much, to whom, when and in what structure?