Ep 9: David Newick, Features on Today's Wills and Probate's Podcast About Intergenerational Wealth Planning

June 26, 2024

David and the host explore the impacts of the Great Wealth Transfer, intergenerational wealth planning and discuss how the Wills and probate profession can prepare for this responsibility and opportunity.

David touches on our recent research which surveyed the profession’s attitudes and preparedness to take advantage of the changes to come.

Listen to the podcast below.

The Great Wealth Transfer