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Wealth Transfer

What is your reason to accumulate your wealth? Why are you now considering transferring this wealth? Will all the transferring wealth be necessary to accomplish the goals you wish to reach? Example would be Elimination or minimization of Taxes. Suppose that the goal of your wealth transfer is your personal fulfillment. Gifting is a common example and can give one a strong sense of personal satisfaction.

When is a good time in your beneficiary's life to transfer wealth?  At what age?  Your child has decided to work in the family business. Your child is getting married and you're concerned about the individual chosen.

You have a child with special needs. Your child will need help for the rest of his/her life after you are gone.

How does a trust help a family control business and personal assets long after death? (A legal adviser who specializes in estate planning can help.)

What are buy-sell agreements and cross-purchase agreements all about with respect to business interests? (How do life Insurance products fit into this puzzle?)

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck