Estate planning during the great wealth transfer
The great wealth transfer is well underway, with trillions expected to pass from one generation to the next.
Domenick D’Andrea, AIF, CRC, CPFA, is the cofounder of DanDarah Wealth Management, and has been a financial advisor for more than 30 years. He is also a 9-year member of MDRT. Contact him at [email protected].
