What happens as the Baby Boomers start to pass along their wealth? It's important to have a legacy plan in place to make sure your assets and wishes are appropriately transferred. In this episode we talk about what is happening and how to get a legacy plan in place.

How to Prepare for the Great Wealth Transfer

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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How to Prepare for the Great Wealth Transfer

How to Prepare for the Great Wealth Transfer