Multi-Generational Financial Planning (Part 2)
Want to get in touch? Send us a text!Show Intro (00:27)Inheritance Conundrum: What to do and when (1:34)Understanding tax ramifications, gifting now vs waiting, assessing your personal long-term needsAcknowledging your kid’s situation, helping them now, and giving them a boost Importance of building out your financial plan first and finding the right kind of planner to help youWhen to start Gifting (11:55)Putting yourself first and recognizing where you are and what you haveUnderstanding...