Protecting, Preserving and Planning for the Future of Your Wealth

Don Goettemoeller |

Wealth is more than just the amount of assets on your balance sheet. Wealth represents the opportunity of a college education, home ownership or financial security that you can bestow on your loved ones or those in need. While most of life is spent accumulating and protecting wealth, effectively transferring wealth is a critical step to ensuring that your hard-earned assets are preserved. With an estimated $30 trillion set to be transferred in the coming decades, the need for expert financial planning for those leaving wealth behind, and those receiving it, is as great as ever. The earlier you have a plan in place, the better

Click here for entire article