Multi-Generational Financial Planning (Part 1)
Want to get in touch? Send us a text!Show Intro (00:27)Considerations and Factors (1:46)When to start gifting, starting the conversation with your kids, and getting them involved in the processWanting to do the right thing, setting your heirs up for successTaxes (5:55)Understanding your tax situation, factoring in income taxes, and taking your children’s tax situation into account Usage Benefit (12:03) Empowering your children, letting them plan, and recognizing how this gift would ...