MULTI-GENERATIONAL WEALTH
Families often have difficulty communicating clearly across the generations. Clients come in with these types of questions: How much should we leave to our children? At what point do we discourage their initiative? Should we leave money to our children outright or at different ages? Should we set up a family foundation to teach our money values to our children and grandchildren? These questions and many more are part of our discussions with clients, and we have tools to thoughtfully and carefully build foundations for developing principles for handling money and wealth.
Sound tax, investment, and wealth preservation strategies are critical to planning for multi-generations. I can help you and your family, give me a call 509-435-0446.
Waddell & Reed does not provide tax of legal advice.