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Passing the Torch – Four Elements for Creating Your Legacy
In the next two decades, a whopping $68 TRILLION is set to pass from the baby boomer crowd to us millennials. That’s a truckload of cash, folks! If you’re wondering how to ensure your hard-earned assets go where you want them to, you’re in the right place. I’m here to equip you with the lingo and insights to kickstart your game plan. It’s not just about shifting wealth; it’s about transmitting your values and vision to the next-gen – and it’s all done with love.