Transferring Assets?  

Recently, Ken Koger, a wealth management  colleague, shared a concise summary of factors to consider when transferring assets in a variety of contexts–from basic estate planning to asset shelter planning. 

Click here to read and learn more. 

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s