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by JENNIFER L. KING, IACCP® | Aug 1, 2020 | Insights
By Robert (Buck) C. Klintworth, CMT Senior Vice President Many successful first-generation investors in and around Charlottesville, Virginia don’t know how to transfer wealth to their children, or even how to talk about it. In a busy world, it’s easy to put off estate...
by JENNIFER L. KING, IACCP® | Jun 20, 2020 | Insights
By Robert (Buck) C. Klintworth, CMT Senior Vice President There’s a saying among wealth managers in Charlottesville, Virginia and elsewhere: the first generation makes it, the second generation spends it, and the third generation blows it. No generation sets out to...