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Tag Archives: Wealth Transfer

Passing on a Legacy to Children

As financial planners, we help clients with important decisions regarding wealth transfer – how to ensure that money is passed on to the next generation most efficiently.  However, the financial values or financial legacy that is passed down to children…
  • Permalink
  • Posted: Oct 2 2015
  • Tags: Children, Financial Legacy, Philanthropy, Wealth Transfer

Passing on a Legacy to Children

As financial planners, we help clients with important decisions regarding wealth transfer – how to ensure that money is passed on to the next generation most efficiently.  However, the financial values or financial legacy that is passed down to children…
  • Permalink
  • Posted: Aug 14 2015
  • Tags: Children, Financial Legacy, Philanthropy, Wealth Transfer
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