How to Structure Gifts and Transfers to Adult Children
For parents who are considering giving or lending money to a child, here’s how to structure a transfer that’s best for both generations.
6 Documents You Need to Preserve Family Legacy
By arming yourself with the right tools and knowledge, you can navigate the complexities of intergenerational wealth transfers with confidence. On the journey to safeguarding your family’s legacy, let’s make sure you have these documents complete.
Financial Planning for Generations
A holistic approach to financial planning takes into account the interconnected financial well-being of all members, across multiple generations, within a family. If generational planning is new to you, this framework can assist you in facilitating these discussions with your loved ones.
Why You Should Talk to Your Financial Advisor About Generational Planning
When you have a multigenerational family, financial planning has a few different twists. Here are eight areas to focus on with your financial advisor to create a successful future for all.
4 Estate Planning Tips
A survey showed a majority of Americans don't have an estate plan. Here are a few tips to get started creating one.
Webinar – How To Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next
Discover a four-step process to planning and executing the transfer of your values and assets.
The Power of a Trust
A trust is a way to pass down property and belongings to loved ones and heirs, but with much more control.