Posts Tagged ‘inherit’
Generational Wealth Planning
By Kevin Reardon CFP® Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation? Generational Wealth Planning (GWP) entails planning that goes beyond ourselves, with the intention of positively influencing our next generations. This influence involves more than just…
Read MoreThe “Right” Way to Add Adult Children to Your Bank Accounts
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts It’s a scenario we see often—an older adult wants to add one of their adult children to a bank account. Typically, it is done for convenience purposes in case something…
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