One of the more intricate aspects of estate planning is wealth transfer. But what really is wealth transfer and how does it work? 

In this episode of Your Financial-Plan It, David Vallieres is joined again by Mark and Alex Burns to take a deep dive into estate planning and a deeper dive into wealth transfer.

In this episode, you will learn:

• What estate planning is and the goals of wealth transfer
• The two key areas of focus for Synergy Capital Solutions when it comes to wealth transfer 
• Why it’s important to review estate plans regularly 
• How a wealth transfer plan can benefit business owners
• And more!

Tune in to do a deep dive on wealth transfer!

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.