Welcome to this week’s Financial Flash Report #186 with your host and newest team member, John Stone. In this week’s video, John touches on the importance of a solid and very personal “Wealth Transfer Plan” when it comes to leaving assets to your loved ones. And it doesn’t matter who you are or how much you have to pass on, what’s important is that your wishes are followed and your adviser understands the tax codes and regulations so that your loved one’s get the greatest benefit possible.
So watch, take notes and start your plan for the future and beyond.
And with the hot weather on it’s way, wear sunscreen and have a wonderful weekend!