In order to protect your legacy and your heirs from excessive taxation, you should apply tax avoidance principles to wealth transfer. Still, it requires careful planning and oversight to ensure techniques don’t cross the line to tax evasion. Assessing tax… Read more »
Tag: Wealth Transfer
The Most Significant Transfer of Wealth in US History
History has never seen a financial situation quite like this before. Baby boomers preparing to pass on their legacies through estate plans put America on the brink of the largest ever transfer of wealth. Over the next 25 years, projections estimate 68.4… Read more »