WLOS: How to Strategically Pass Your Wealth to Your Heirs
Roger A. James, Partner and Director of Trust Services at Parsec Financial, provides guidance on how to strategically transfer wealth generationally.
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wealth transfer
Charlotte Magazine: Build a Lasting Financial Legacy: Three Essential Tips
Parsec Partner Michael Ziemer shares a strategic approach to family wealth.
CNBC: Are you prepared for tax impact of the $68 trillion great wealth transfer? Here are some options to reduce the bite
Parsec Co-Director of Tax Services Larry Harris was quoted in a recent article from CNBC on wealth transfer strategies:
