))
Making sure the whole family prospers
Manage episode 358036753 series 3457707
Content provided by Digital Content. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Digital Content or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Meet Ursula. Ursula is in her 60s, has recently inherited a considerable amount of money and now wants to make sure that her entire family can benefit from it. The problem: she doesn’t know where to start. Ursula’s story, albeit fictional, is representative of many heirs who struggle with the intricacies of gifting.
This episode delves into intergenerational wealth transfer and how to ring-fence clients’ inheritance worries.
3 episoade
Distribuie
