Empowering the Next Generation

Marguerite C. Weese |
Wealth Planning
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Responsible children in their twenties and thirties may be ready to become full partners in your family’s financial life.Many parents worry that sharing details about their family’s finances with children in their twenties and thirties will reduce their motivation, just as they are launching their careers. Keeping grown, responsible children in the dark about family wealth can do more harm than good, however.

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Communication is Key in Multigenerational Estate Planning

Mark A. Oller, CTFA |
Wealth Planning
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The first step to estate planning is to take inventory of what you have, while keeping in mind what you expect to have in the future. That includes long-term appreciation of securities, real estate, and other investments you own. It also means determining what you and your spouse can expect to inherit from your parents or other relatives once they pass away.This aspect of estate planning isn’t always as obvious—or as easy to discover.

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