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(Ep. 18) The Great Wealth Transfer: How to Protect Your Legacy and Your Family

Beyond the Dollar $igns Podcast

Feb 13, 2026

In this episode, Mark Taylan breaks down what the Great Wealth Transfer really means for families as trillions move from baby boomers to the next generation. He shares how intentional estate planning, gifting strategies, and honest family conversations can prevent conflict, preserve relationships, and ensure that wealth creates a positive impact across generations.

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