Wealth Transfer
August 25, 2015
Retirement Pillars
We have all heard that death and taxes are inescapable. Since this is true for all of us, doesn’t it make sense to do everything possible to be prepared for death and have a plan in place to transfer our worldly wealth according to our values and intentions? the process of delivering assets to the next generation or other people or entities in the most efficient and tax favorable way is a key component of every well designed retirement strategy.
