The Great Wealth Transfer
from Money Mentors Hosted by Laurel Steward
An astounding number of assets will change hands over the next two decades - nearly $73 trillion will be passed from baby boomers to younger generations. If that's a priority for you & your family, how do you avoid pitfalls like higher taxes for your heirs - or family disputes? Gary & Gerald dive into this tricky topic on this week's episode. Need help with your family's plan? Find more resources at www.MattsonFinancial.com.
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How long is this episode of Money Mentors?
This episode is 7 minutes long.
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This episode was published on February 22, 2024.
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