About the Authors
Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey
William Cass, CFP®, CPWA®
Director of Wealth Management Programs for Putnam. He speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as effective retirement income strategies, tax legislation developments, personal risk management, and efficient wealth transfer.
Chris Hennessey
Lawyer and CPA, Faculty Director, Babson College School of Executive Education, is a member of the Putnam Business Advisory Group. Chris has extensive consulting experience in finance, investments, taxes, and estate planning.
Deciding how to pass wealth to heirs
Potential changes in estate and gift tax laws are causing some individuals to review plans and choose how to pass wealth to beneficiaries.
Chris Hennessey is the Faculty Director of the Babson College School of Executive Education and member of the Putnam Investments Business Advisory Group. His opinions do not necessarily reflect those of Putnam Investments.