I recently published my second book titled ‘Generational Planning – Creating and perpetuating wealth for generations’.
I wrote the book for a number of reasons, but primarily it was to help educate the public about what planning your estate really means.
There is a lot of limiting thinking when it comes to transferring assets to the next generation. I want to lift the fog on this topic and provide some light on how to think this through.
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The opinions and views expressed here are for informational purposes only. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. All investments involve risk and a potential loss of principal. Kalos Capital, Inc. nor Kalos Management, Inc. offer tax or legal advice. Please consult with a tax advisor or attorney for advice regarding the impact on your portfolio.
