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The Jon Sanchez Show

06/05-Transferring wealth to your children

There’s a massive wealth transfer underway.  Baby boomers are set to pass more than $68 trillion on to their children.  And yet, some millennials and Generation Z may not be inheriting as much as they think.  One of the problems is parents are just not communicating well with their adult children about financial issues.  So how can you ensure that your family’s wealth is transferred properly?

Broadcast on:
06 Jun 2024