More than $68 trillion in assets are expected to change hands between Baby Boomers and their heirs and charities over the next 25 years—more than double than most have previously projected!
Download this guide to learn about critical strategies to protecting your wealth and estate.
History's greatest transfer of wealth will impact all of us in different ways, and the strategies guide above provides some extremely useful tools in minimizing the tax impact it will have on you.
If you'd like to discuss these strategies or others related to protecting your wealth, simply schedule an appointment and I'll be in touch.
President, Independent Financial Planner