I will admit that SS is a ponzi scheme or generational transfer program — and that this might be less than ideal. (financialsamurai.com)
Advisors are not paying attention to inheritances from sources other than parents and are losing clients in generational transfer, according to Spectrem. (insurancenewsnet.com)
After he builds rapport with the clients on the leases, it's not rare for the rancher to ask Josh to review the estate planning and generational transfer issues. (lawyerist.com)