Integrating Wealth Transfer Into Retirement Planning

There are more workers entering their retirement years now than at any other time in American history. It’s no surprise that television, magazine, and newspaper ads are all focused on retirement planning. Wealth transfer has been put on the back burner, a topic reserved for the older, affluent client. It’s time to make wealth transfer an integrated part of retirement planning.

Integrating Wealth Transfer Into Retirement Planning
Source: National Underwriter (subscription required)