Jeff GreenfeldSep 204 minBoomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!
Jeff GreenfeldApr 41 minWealthTracker Video Series - April 4, 2023: Interview with ClearEstateDoes the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff
Jeff GreenfeldAug 26, 20214 minWhat does estate clearing encompass? Interview #4 with April FluevogThank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...