David Wells

Why being rich isn’t the same as being wealthy

David Wells joins Jim Blasingame to reveal how to think of creating wealth for yourself and your children by using trusts that will direct your estate during and after your death.

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How will Baby Boomers transfer their wealth to the next generation?
David Wells joins Jim Blasingame to reveal that over the next 20 years, Baby Boomers will transfer $43 trillion to their children, and some of the trust strategies that are available to them.
David Wells joins Jim Blasingame to reveal that over the next 20 years, Baby Boomers will transfer $43 trillion to their children, and some of the trust strategies that are available to them.