Leaving a Legacy- How to Pass Wealth to the Next Generation

As families get together this holiday season, many of you will be thinking about how to leave a lasting legacy for future generations. Beyond the standard ways of doing this, like sharing family traditions, words of wisdom, and meaningful heirlooms, another essential component is an effective wealth transfer plan. While this can seem daunting and complex, on this podcast we simplify things and discuss the basics around transferring wealth to future generations and common questions around tax laws and gifting now versus after death. Listen to our podcast as we explore ways to effectively transfer your wealth and things to think about before year-end.