An astounding number of assets will change hands over the next two decades - nearly $73 trillion will be passed from baby boomers to younger generations. If that's a priority for you & your family, how do you avoid pitfalls like higher taxes for your heirs - or family disputes? Gary & Gerald dive into this tricky topic on this week's episode. Need help with your family's plan? Find more resources at <a href="http://www.MattsonFinancial.com" target="_blank" rel="noreferrer noopener">www.MattsonFinancial.com</a>.

An astounding number of assets will change hands over the next two decades - nearly $73 trillion will be passed from baby boomers to younger generations. If that's a priority for you & your family, how do you avoid pitfalls like higher taxes for your heirs - or family disputes? Gary & Gerald dive into this tricky topic on this week's episode. Need help with your family's plan? Find more resources at www.MattsonFinancial.com.

An astounding number of assets will change hands over the next two decades - nearly $73 trillion will be passed from baby boomers to younger generations. If that's a priority for you &amp; your family, how do you avoid pitfalls like higher taxes for your heirs - or family disputes? Gary &amp; Gerald dive into this tricky topic on this week's episode. Need help with your family's plan? Find more resources at <a href="http://www.MattsonFinancial.com" rel="noopener noreferrer">www.MattsonFinancial.com</a>.

The Great Wealth Transfer

Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!

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The Great Wealth Transfer

The Great Wealth Transfer