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Generational Planning

For many parents, their top priority is making sure their children (or grandchildren) are set up for success. From saving for your kids’ education to passing your wealth on in a meaningful way, we can help you plan for it.

When thinking about providing for the next generations of your family, we’ll create a strategy that will give you the flexibility and control to hand down your wealth (during your lifetime, after, or both) in a way you see fit. We start by helping you develop a plan or purpose for your assets, then we’ll determine what types of assets to allocate, to who and when, and how best to transfer them. Here are some important questions to consider:

  • If you’re contributing to a college fund, are there other types of accounts for additional assets you should be considering?
  • How would you help contribute to your child’s wedding, first-home purchase, or annual gifts?
  • What are the different ways you can manage the impact of income or estate taxes?
  • Do you want to maintain any control or place limits over how the money is used?