In my opinion, regardless of your wealth and net worth, the following should be carefully considered as it relates to your ultimate wishes, and the legacy that you will provide to those that you care for…!
https://www.fa-mag.com/news/tax-smart-wealth-transfer-tips-for-clients-in-late-old-age-famag-75149.html?issue=369&utm_source=Marketing&utm_campaign=75b8404b4a-EMAIL_CAMPAIGN_2023_06_02_06_31_COPY_01&utm_medium=email&utm_term=0_-489a5351a0-%5BLIST_EMAIL_ID%5D
Tax-Smart Wealth Transfer Tips For Clients In Late Old Age
