Event Details

Handing Down Wealth: The Pros, Cons and What to Consider with Your Heirs

Date: December 3, 2021
Time: 12:30pm-1:30pm

You would think that giving money away would be easy. But actually, there are missteps people commonly make that can end up costing them or their heirs a great deal of money. Luckily, we’ve seen how transfers of wealth can go sideways and can help you avoid that fate.

Brio’s Matt Beck and Brandon Miller will be joined by Yulissa Zulaica of Johnston, Kinney & Zulaica, LLP. to show a range of available wealth-transfer tools, such as CRTs that let you create income from something you give away. Really. They’ll also cover the more emotional aspects of generational wealth planning, such as how to discuss things with family members.

This online presentation is open to any of your friends, family or colleagues who also want to transfer their wealth in a smart way. You can just let us know who will be attending.

It’s great that you have enough money to share with others. We look forward to showing you options that can help you transfer as much of it as possible to your loved ones and charities.  

If you'd like to join the video conference please use the following link: https://us02web.zoom.us/j/4152153282

To call in to the teleconference use the information below:

Dial In Number: (669) 900-9128

Meeting ID: 415 215 3282