Preserving Prosperity: Mastering Multi-Generational Wealth Transfer

Legal Visionaries

English - December 05, 2023 08:00 - 34 minutes - 31.6 MB - ★★★★★ - 5 ratings
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Did you know that a staggering 70% of family wealth is lost by the second generation, and a whopping 90% disappears by the third? Join our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, as she engages in a thought-provoking conversation with Zac Ritchey, a Certified Financial Planner about the intricacies of wealth transfer planning. Mary and Zac demystify the concept of multi-generational wealth, discuss effective strategies to shield your estate from tax burdens without relinquishing control, and gain valuable insights into creating safeguards within your wealth transfer planning. Don’t let your wealth become a statistic – tune in to learn how to strategically plan for a lasting financial legacy.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

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