06/05-Transferring wealth to your children

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?

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Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.