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

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

by Amy Sbrusch | Apr 24, 2019 | Estate Planning, Tax

“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 Rohn, Entrepreneur and Business Philosopher As life unfolds and businesses evolve, the accumulation of assets grow, from...
Tip of the Iceberg: Wealth Transfer Tools for Setting Future Generations up for Financial Success

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

by Weinstein Spira | Nov 29, 2017 | Estate Planning, Tax

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. But we can...
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