This class will help you understand the ins and outs of gifting to your grandchildren, with the goal of balancing financial planning with family dynamics. We’ll discuss the different options available, including Wills and Trusts, and discuss important considerations when making gifts to minors or adult grandchildren. Join us to get the knowledge you need to make smart, meaningful decisions about your legacy or to guide your parents as they consider estate planning. A Q&A session will follow to address your specific questions.
Class link will be emailed 12-24 hours prior to start of class.