Tax Concerns for Generational Gifting
Learn how coordinated 529 and UTMA gifting strategies, combined with tax awareness, can support multigenerational wealth planning.
When Retirees Should Invest Like They’re in Their 30s
Retirees with more than enough savings can invest legacy dollars with a long time horizon. Learn how separating income needs from wealth transfer goals helps protect retirement and support tax efficient growth for heirs.
The Affluent Dilemma: Retirement Income or Wealth Transfer?
How affluent families balance retirement income planning and wealth transfer strategies.