DiscoverInvestTalkAre You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?
Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?

Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?

Update: 2025-08-29
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To ensure smooth, multi-generational inheritance real estate wealth transfer in 2025 requires strategic use of gifting, trusts, and tax-efficient structures. 

Today's Stocks & Topics: UMGNF - Universal Music Group NV, Market Wrap, DIS - Walt Disney Co., Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?, TTEK - Tetra Tech Inc., WRBY - Warby Parker Inc, Nvidia Earnings, VEEV - Veeva Systems Inc., REGN - Regeneron Pharmaceuticals Inc., Gambling in America.



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Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?

Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors