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Protecting your assets

Planning for the Next Generation: Are You Prepared?

Peter Bogardus, Private Wealth Advisor at Union Bank, discusses wealth transfer and planning for the next generation. 

The great wealth transfer from one generation to the next is taking place now, as baby boomers transfer their wealth to their heirs and beneficiaries.  Watch this video to learn how to be prepared.

Topic: Peter Bogardus, Private Wealth Advisor, discusses how to ensure a smooth transition of wealth to the next generation. Wealth transfer - Planning for the Next Generation: Are You Prepared?

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Wills, trusts, foundations and wealth-planning strategies have legal, tax, accounting and other implications. Clients should consult a legal or tax advisor.