You may read this and think that this is only for “those multi-millionaires.” However, even small retirement accounts, houses, or cars can create discord within families without a well thought out plan. Hear our thoughts on how to gradually allow your children to take over your estate and avoid senseless conflict.
Generational Wealth Transfer: 10 Best Practices – recorded 3.21.19
by Schwartz & Schwartz, CPAs | Feb 2, 2021 | 0 comments