I'm a Wealth Planner: These 3 Steps Can See You and Your Heirs Through a Wealth Transfer

Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.

# I'm a Wealth Planner: These 3 Steps Can See You and Your Heirs Through a Wealth Transfer Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves. **Read the full article:** [Kiplinger](https://www.kiplinger.com/retirement/estate-planning/steps-to-see-you-and-your-heirs-through-a-wealth-transfer) *This article was originally published by Kiplinger. MoneyWiseInc provides expert curation of the best financial content from trusted sources.*