Learn the 7 T’s for Proper Transfer of Wealth

April 15, 2023

Transfer, Treatment, Timing, Title, Tools/ Techniques, and Talking… all are important T’s for the proper transfer of wealth. Join Crystal Langdon of Crystal Clear Finances as she discusses what each component should address and how to successfully pass wealth to the next generation.

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Source: Women as the next wave of growth in US wealth management 

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