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06/05-Transferring wealth to your children

The Jon Sanchez Show
The Jon Sanchez Show
Episode • Jun 6, 2024 • 34m
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?
The Jon Sanchez Show • 06/05-Transferring wealth to your children • Listen on Fountain