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What Will Your Legacy Be? Transferring Wealth to the Next Generation

Wondering what to consider when transferring your wealth to your children and grandchildren? Amy is pointing out some things to think about when planning your legacy.
By Amy Sbrusch, Tax Manager “All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.”  ~ Jim… https://www.weinsteinspira.com/blog/2019/04/what-will-your-legacy-be-transferring-wealth-next-generation/

Gen Z is Coming: Is Your Company Ready?

Generation Z, or those born in 1997 or later, now make up nearly 26% of the country’s population and are about to enter and redirect our workforce. Similar to their millennial peers, Gen Z’ers have unique distinguishing characteristics and behavior patter…
Generation Z, or those born in 1997 or later, now make up nearly 26% of the country’s population and are about to enter and redirect our workforce. Similar to their millennial… https://www.weinsteinspira.com/blog/2017/12/gen-z-coming-your-company-ready/

Tip of the Iceberg: Wealth Transfer Tools for Setting Future Generations up for Financial Success

How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family? Unfortunately, we can’t give you all the answers in the context of one blog post. …
How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family?… https://www.weinsteinspira.com/blog/2017/11/tip-iceberg-wealth-transfer-tools-setting-future-generations-financial-success/