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J. Biance Financial
Justin M. Biance, a Certified Estate Planner and principal at J. Biance Financial (www.jbiance.com), is the author of The Great Inheritance: 7 Steps to Leaving Behind More Than Your Money. He specializes in multigenerational legacy planning and creating tax-efficient strategies for transferring wealth to heirs. Justin holds a master's degree in entrepreneurship from the University of Florida and a master's degree in theology from Holy Apostles College and Seminary. He is the founder of Fraternus Inc., a faith-based mentoring program. He has passed the Series 65 securities exam.
When you consider that 70% of wealthy families lose their wealth by the third generation, you'll see how important communication can be to your estate plan’s success.
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