Credit: selensergen/Adobe Stock. Transferring Wealth to the Next Generation: Dos and Don'ts
Bringing up the topic of future wealth transfer sooner rather than later can be advantageous.
October 17, 2022 at 11:06 AM
5 minute read
Small Business Adviser
Lately, clients have been asking if we wouldn't mind having a conversation with their kids about planning for future wealth transfer, as well as helping their children learn how to save and become financially independent. The decision as to whether to talk to your children and when is very personal, so there is no right answer.
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