Wealth Transfer

Wealth Transfer

Wealth Transfer is yet another holistic art that integrates the best practices from many other disciplines, such as investing, estate planning, tax advice and insurance planning.

Clients have worked hard to reach a significant level of success and may not have paid enough attention to what will happen when their assets are ultimately passed to the next generation. An insurance professional can help identify products that may reduce income or estate taxes. This, along with the advice from qualified legal and tax professionals, allows for proper attention to a client’s ownership structure prior to transferring assets to future generations.

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