Summary: This week, The Wise Investor Group challenges listeners this holiday season to think about what they want their legacy to be while preparing heirs for future transfers of wealth. As they point out, with taxes on the rise, necessary planning today will help you be on the right side of the spectrum in the future as nearly 70% of wealth transfers fail because heirs are not involved in the planning process. Tune in to hear this in depth discussion along with 5 key points to help you transfer your legacy successfully. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
