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For high networth parents, leaving an inheritance can be complicated because of the fear that their children won’t be prepared for it. Jean and Soledad talk to estate planning attorney David York about what the next generation needs to know so that the wealth transfer is also an opportunity transfer.
Neither Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
By Jean Chatzky4
937937 ratings
For high networth parents, leaving an inheritance can be complicated because of the fear that their children won’t be prepared for it. Jean and Soledad talk to estate planning attorney David York about what the next generation needs to know so that the wealth transfer is also an opportunity transfer.
Neither Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.

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