Episode 13 | Estate Planning & Helping the Next Generation Grow Their Wealth
When you have the luxury of an estate plan, it goes without saying you want it to be well-managed long after you’re gone.
From family to business succession planning to trusts, there are many options around setting the next generation up for success. In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ins and outs of estate planning outside of your wealth.
From family to business succession planning to trusts, there are many options around setting the next generation up for success. In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ins and outs of estate planning outside of your wealth.
Stick around for the last five minutes where our Five in Five segment keeps unwrapping this topic to answer Five Tax-Saving Ways to Transfer Wealth.
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
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DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.
