Dave Jones | Source | Director of Estate Strategy at Bailard
Dave Jones
Director of Estate Strategy at Bailard
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Dave Jones is Director of Estate Strategy at Bailard, Inc.
Media
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Exploring Upstream Wealth Transfer
Three questions to ask clients considering “upstream” or “horizontal” wealth transfers.
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Byline: Four Ways To Start The Estate Planning Conversation With Hesitant Clients
Financial Advisor Magazine
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Don't have $13 million? The lifetime estate- and gift-tax exemptions for 2023 still matter to you.
The concepts behind estate planning are important for people at every income level.
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Employment
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Bailard (https://www.bailard.com/)
Director of Estate Strategy