
7 minutes read
Empowering Your Estate: The Dynamic Partnership of Estate Planning Attorneys & Wealth Advisors
The Dynamic Partnership of Estate Planning Attorneys & Wealth Advisors
Co-Author – Amy R. Koontz, Attorney at Malouf Nakos Jackson & Swinson, P.C.
As American retirees prepare to transfer a staggering $36 trillion over the next 30 years to families, friends, and charitable organizations upon death1, it’s critical to understand that a seamless transfer of wealth requires more than just a will.…