Wealth Transfer

The shows in the Wealth Transfer page, we discuss a variety of strategies related to transferring your wealth to whom you wish, when you wish and how you wish.

Wealth Transfer Strategies

This radio show recording is provided by Brian Ramsey CFP® ChFC of Family Wealth Planning Partners and host of Peace of Mind Radio. This show is intended to provide basic strategies for transferring your Wealth to the next generation.


Elder Care Planning

Brian introduces special guest Whitney Wilson to talk about the planning strategies around Elder Care Law.