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.
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.
If 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.