Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFamily Matters: Successful Estate PlanningThe Great Wealth Transfer is here: over the next 20 years, an estimated $84 trillion is set to be passed down from older relatives to their Gen X and millennial heirs.
However, finances and estate plans are often difficult topics for families to discuss.
Stacy Francis, Francis Financial President & CEO and CNBC Financial Advisor Council Member talks about developing an effective plan and how you can start facilitating these conversations with loved ones.
Persons:
Stacy Francis, Francis
Organizations:
Francis Financial, CNBC Financial