Communication is Key in Multigenerational Estate Planning

Mark A. Oller, CTFA |
Wealth Planning
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In order to get your estate planning underway, you need to understand the full breadth of your estate—present and future.How your parents structure their estate plan, including the use of trusts, gifts, IRAs, insurance, pensions, and Wills, can have a significant effect on how you should set up yours.It’s important to take a diplomatic approach when asking parents about what you can expect to inherit.

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Communicating Financial Values to your Children

Matt Unger |
Wealth Planning
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Family communication is key to shaping your children’s financial experiences and preserving family wealth.The best way to share your financial values with your children is through open channels of family communication that starts early.If there’s silence surrounding money matters in your home, it can create confusion.Children who grow up discussing age-appropriate financial matters are more likely to become effective stewards of your family’s wealth.

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