How to Structure Gifts and Transfers to Adult Children December 11, 2022 by Bautis FinancialFor parents who are considering giving or lending money to a child, here’s how to structure a transfer that’s best for both generations. Read moreHow to Structure Gifts and Transfers to Adult Children
Webinar – How To Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next August 5, 2021 by Bautis FinancialDiscover a four-step process to planning and executing the transfer of your values and assets. Read moreWebinar – How To Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next
How to Build Your Estate Plan Using Roth IRAs and Life Insurance March 24, 2021 by Bautis FinancialIf you’re looking to leave a legacy when you pass, there are many tools to consider. Let's take a look at the advantages of a Roth IRA and Life Insurance. Read moreHow to Build Your Estate Plan Using Roth IRAs and Life Insurance