Скачать или смотреть Wealth Transfer Planning 101: Secure Your Family’s Future

In this episode of Ask an Expert, Director of Advanced Sales Lindsay Cigler explores Wealth Transfer Planning and its crucial role in estate planning. While basic estate planning documents like wills and healthcare directives are essential, some individuals need more advanced strategies to ensure a smooth, tax-efficient transfer of assets. This includes tools like trusts, charitable gifts, and family business succession planning.

Wealth transfer planning reduces financial burdens, such as estate taxes, on future generations and ensures your legacy endures. Discover how to safeguard your clients financial future and protect their legacy.

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Presented by Penn Mutual: https://www.pennmutual.com/

This video series is intended for financial processionals to provide education. The material contained in this document is based on Penn Mutual’s understanding and interpretation of current law and laws may vary by state. Penn Mutual and its financial professionals and representatives may not give legal or tax advice. You should consult with and rely on your own independent legal and tax advisors regarding your particular set of facts and circumstances.

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