Wealth Transfer Strategies for Effective Legacy Planning

Wealth Transfer Strategies for Effective Legacy Planning

By Scott D Abrahamson, CFP® and Chris Pawlowski, CFP®, CRPC®, APMA® As they say, “You can’t take it with you.” So, have you thought about your legacy and where you want your wealth to go when you’re gone? After you pass away, your assets can end up in three places: taxes, charity, or passed down …

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