Inheritance & Succession Planning 2023 - 5th & 7th July | Dr. Sanjay Tolani Workshop

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Get the full 3 hour Estate Planning video course: learn.sanjaytolani.com/epvid-...
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Dr Sanjay Tolani is a 21-year member of the Million Dollar Round Table - The Premier Association of Financial Professionals, with 2 Court of the Table, 16 Top of the Table honors and 5 years platinum dragon. He became the youngest member in 2003, at the age of 19, and then qualified as the Youngest Life Member in 2012 at the age of 28.
In 2022, he has successfully attained 500 X MDRT and his passion lies in sharing his knowledge with everyone in the mentoring family.
Over the last decade, Dr. Sanjay has been learning from top financial advisors all over the world, consolidating their insights and learning.
He has coached over hundreds of thousands of top financial advisors all over the world. What makes Dr. Sanjay happy is seeing members of his family succeeding and being professional in their line of work.
⭐ Follow Dr. Sanjay Tolani
Facebook - bit.ly/33su6Bf
Instagram - / srtolani
Telegram - t.me/sanjaytolani

Опубликовано:

16 июн 2023

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Комментарии : 12

@ariopramadita9633 Год назад

I'm waiting you teaching in INDONESIA..!!

@Linda.xing-tj2fh 5 месяцев назад

From potential estate taxes to family dynamics and legal complexities, the need for a strategic plan is paramount. Seeking guidance from an experienced advisor specializing in inheritance and succession planning can help navigate these intricacies and ensure a smooth transfer of assetsAs life progresses, the importance of inheritance and succession planning becomes increasingly evident. Managing the transfer of assets and wealth to the next generation comes with its unique set of challenges. .

@mariadrukker2557 5 месяцев назад

@Jonesmatsunaga 5 месяцев назад

Absolutely. Transitioning wealth to heirs involves not only financial considerations but also addressing emotional and familial aspects. Without proper planning, conflicts may arise, jeopardizing the intended distribution of assets. An advisor well-versed in inheritance and succession planning can facilitate open communication, minimize tax implications, and establish a structured plan that aligns with your values and goals.

@Bigwilli123 5 месяцев назад

I can attest to the significance of expert advice in inheritance and succession planning. In my family, the lack of a clear plan led to disagreements among heirs and unexpected tax burdens. Engaging an advisor specializing in this area helped us rectify the situation and create a comprehensive plan that ensures a smooth transfer of assets and minimizes potential conflicts.

@Bigwilli123 5 месяцев назад

I have been working with Carl Jason Cohen

@Bigwilli123 5 месяцев назад

His expertise in fostering effective communication, navigating legal aspects, and optimizing tax implications played a crucial role in achieving a well-structured and harmonious plan for our family's future.