The Great Wealth Transfer and You
About this episode
This episode discusses the Great Wealth Transfer and strategies to ensure your assets are passed on to loved ones.
During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.
People in this episode
Host: David Polatis
Topics covered
- wealth transfer
- asset management
- inheritance
- financial planning
- family legacy
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