The Great Wealth Transfer Part 2: Wealth Transfer Strategies for Your Family's Next Chapter
About this episode
The episode discusses estate planning tools, common myths, and the importance of a solid team in wealth transfer strategies.
In this episode of the Your Money Your Mission podcast, SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel cover the estate planning tools most families don't fully understand, debunk common myths and explain why having a solid team make all the difference. The episode also covers the looming estate tax exemption sunset, the real difference between revocable and irrevocable trusts and the underserved role of women as wealth inheritors. The overarch...
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