Creating a Lasting Legacy: Strategies for Wealth Transfer

10/12/2024 52 min
Creating a Lasting Legacy: Strategies for Wealth Transfer

Listen "Creating a Lasting Legacy: Strategies for Wealth Transfer"

Episode Synopsis

Get ready for a high-energy financial fiesta as Jeff Soltow breaks down the secrets to preserving Baby Boomer wealth across generations! In this action-packed episode, he dishes out tips on family trusts, charitable giving, and fending off inflation—while making sure your kiddos learn to handle their golden goose of a legacy. From tackling healthcare costs to mastering wealth transfer, this episode leaves listeners with a game plan to keep our financial dynasties dancing through the decades!See omnystudio.com/listener for privacy information.

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