Proactive wealth transfer planning is about control and leverage. We believe that a successful estate distribution plan is one in which your heirs (and/or charity) receive as much as possible, and Uncle Same, as little as possible. But this requires some work.
Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves. But who should own the asset? How much should be saved? What coordination should occur with the parents? Take a listen.Read More