23 min
Generational Wealth: Estate Planning = Springboard for Next Gen The Capital Stewards Podcast
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- Investing
In the third part of our series on Multi-Generational Wealth, we dive into transferring wealth to the next generation. But this is much more than boring, complex meetings with an attorney and dividing up your assets. Wealth transfer planning is a journey that occurs over many years. Effective wealth transfer should result in leaving a financial springboard for your family. That should be exciting to work on! In this episode we cover:
Training Your family529 Plans: Good for Training; Great for Wealth TransferReducing Taxes Through Estate PlanningCharitable Foundations for Everyone / Donor Advised FundsHow Multi-Generational Investing Differs from Retirement Investing
Learn More: https://www.thecapitalstewards.com
Have investment or financial planning questions? Schedule time with a member of our team: https://www.thecapitalstewards.com/contact
© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Capital Stewards is a Huntsville Financial Advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.
In the third part of our series on Multi-Generational Wealth, we dive into transferring wealth to the next generation. But this is much more than boring, complex meetings with an attorney and dividing up your assets. Wealth transfer planning is a journey that occurs over many years. Effective wealth transfer should result in leaving a financial springboard for your family. That should be exciting to work on! In this episode we cover:
Training Your family529 Plans: Good for Training; Great for Wealth TransferReducing Taxes Through Estate PlanningCharitable Foundations for Everyone / Donor Advised FundsHow Multi-Generational Investing Differs from Retirement Investing
Learn More: https://www.thecapitalstewards.com
Have investment or financial planning questions? Schedule time with a member of our team: https://www.thecapitalstewards.com/contact
© 2023 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Capital Stewards is a Huntsville Financial Advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.
23 min