When a parent is considering giving or lending a child money, the key question is whether it’s empowering or enabling. You need to structure a transfer that is best for both generations. Click below for an article that offers advice on how to set up that structure.
Financial Planning for the Generations
In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. My latest article explores the relatively new concept of generational financial planning. Click here to learn more.
7 Estate Planning Things You Must Do in the Time of Coronavirus
If you get sick and require hospitalization due to COVID-19, you will be immediately isolated from your family. So the time to finish up any unresolved advance planning and organization is now. Click below for an article that covers estate planning tasks that have become essential in the time of coronavirus. Click here to learn more.