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Legacy Planning: Discussing Wealth Transfer with the Next Generation
October 18, 2021
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there are a few key concepts to keep in mind. We invite Chad Hamilton of our practice management team to discuss setting up a goals-based, comprehensive foundation of education. Included in this groundwork discussion are building blocks of debt, cash flow management, investment 101 and insurance.
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As you prepare to file 2023 taxes and proactively plan for 2024, our tax guide can be a helpful resource. Should you consider tax-loss harvesting to offset realized gains? The tax guide can help you answer this question and others as you prep to meet with your wealth team. The guide also includes 2023 tax filing reminders and 2024 tax facts, such as capital gains tax rates. To learn more, download our tax guide.
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