The WealthAbility Show with Tom Wheelwright, CPA cover image

Reduce Your Income Tax Today & Leave A Legacy For Your Family

The WealthAbility Show with Tom Wheelwright, CPA

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Transfer Assets and Retaining Control

Thementha: I find with our clientsthey, they still want to be in control. So the they want to make sure that their family gets taken care of when they die. And i think what most people miss is that there's so much flexibility in what we can do from t you nont as far as transferring assets and retaining control. Thementha: It seems like every year it seems like we come out with a new potential strategy or something that might work.

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