One of the more intricate aspects of estate planning is wealth transfer. But what really is wealth transfer and how does it work?
In this episode of Your Financial-Plan It, David Vallieres is joined again by Mark and Alex Burns to take a deep dive into estate planning and a deeper dive into wealth transfer.
In this episode, you will learn:
- What estate planning is and the goals of wealth transfer
- The two key areas of focus for Synergy Capital Solutions when it comes to wealth transfer
- Why it’s important to review estate plans regularly
- How a wealth transfer plan can benefit business owners
- And more!
Tune in to do a deep dive on wealth transfer!