Wealth Transfer – Page 2 – Gudema Legacy Advisors

 Category Wealth Transfer

Watch Free Webinar on the Great Wealth Transfer

Check out this free webinar on the Great Wealth Transfer! (NOTE: the first minute...

 Tags baby boomers, Boston College, Center on Wealth and Philanthropy, Paul Schervish, planned giving, Wealth Transfer

 Category Uncategorized, Wealth Transfer

The Great Wealth Transfer Finally Here?

For years, I’ve been working on a powerpoint slide showing the tidal wave of the...

 Tags Center on Wealth and Philanthropy, giving usa, Schervish, VSE, Wealth Transfer

 Category Charitable Lead Trusts, Lead Trusts, Planned Giving Commentary, Uncategorized, Wealth Transfer

Why Lead Trusts are so rare

August 18, 2014

As I follow-up to my previous post, which proved from IRS statistics that very few charitable...

 Tags charitable lead, charitable lead trusts, clt, lead trusts

 Category Uncategorized, Wealth Transfer

Wealth Transfer Discussion Continued…

I suspect very few people actually see the comments on my blog posts – due...

 Tags Center on Wealth and Philanthropy, John Havens, Paul Schervish, Wealth Transfer

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