Multi-Generational Financial Planning (Part 3)

Want to get in touch? Send us a text!Show Intro (00:27)How to get started gifting money to your kids (1:34)Making this process as open or private as it needs to be, controlling the pace of taxes, and getting money out of your estate Building in layers of privacy and setting up your children for success Working with a financial planner (10:37)Creating a long-term plan and ensuring your financial planner connects and communicates well with your children.Recognizing the fi...