2min chapter

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Are Boomers Hoarding Wealth? (How to Do It Right)

Money Guy Show

CHAPTER

Navigating Estate Planning and Financial Gifts for Future Generations

This chapter delves into the intricacies of estate planning for retirees, highlighting emotional and financial aspects through a case study of a 73-year-old woman. It discusses the advantages of giving financial gifts to adult children during one's lifetime and the broader implications for future generations.

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