For early baby boomers, the transfer of wealth to the next generation typically took place at death, but today we are seeing far more retirees beginning to transfer their wealth while still living, which can require a more complex estate planning process. Donna discusses estate planning considerations for those looking to begin the wealth transfer process early. Also on MoneyTalk, how to balance our rising expectations for happiness, and determining the order in which to take your retirement income.
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/10/2024.
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