It is Estimated that there will be wealth transfer of $53 Trillion taking place in the next 50 years.
70% of all married baby boomer wives will experience widowhood
9 in 10 Women will be solely responsible for the family finances at some point in their lives
80% of men die married, yet 80% of women die single
Women are the connection to the heirs
70% of family money disappears by the end of the second generation and 90% by the end of the third generation
The key to providing for our families today is PROVIDING PERSONALIZED PLANNING., including estate planning, intra -generational wealth transfer and family dynamics..
There is no denial. Time to act is now, before the new tax laws change again
Call or email me Stewart Weissman of Wealth Preservation, LLC, at 1-800-313-PLAN(7526) or stu@wealthpreservationllc.com