Transferring Wealth Wisely
Transferring wealth is never just about dollars. It’s about values, expectations, relationships, and the messy emotions that often come with. In this insightful conversation from our 2025 Investor Symposium, Estate Planning Attorney Brian Standing and Wealth Advisor Patrice Bening unpack the realities of gifting and inheritance. They explore how thoughtful structures can turn money into meaning and ensure that your wealth is optimized and transferred with intention.
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The skinny
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