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Through the Wealth Lens
UBS advisor podcasts
39 episodes
4 weeks ago
In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
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All content for Through the Wealth Lens is the property of UBS advisor podcasts and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
Show more...
Business News
News
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Trust & Estate planning for women with Lara Sass
Through the Wealth Lens
1 hour 27 minutes 51 seconds
1 year ago
Trust & Estate planning for women with Lara Sass
When it comes to trust & estate planning for women certain demographic shifts indicate how important it is for women to have estate plans. Why? There is about a 90% probability that a woman will be managing her finances on her own at some point due to divorce or the death of her spouse, and, will be responsible not just for the ultimate disposition of her wealth if she is single, but for the ultimate disposition of her wealth and her spouse's wealth if she is married. Our guest today is Lara Sass, of boutique firm Sass & Associates LLP to discuss this important topic.
Through the Wealth Lens
In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.