Multi-Generational Financial Planning (Part 1)

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Show Intro (00:27)

Considerations and Factors (1:46)

• When to start gifting, starting the conversation with your kids, and getting them involved in the process
• Wanting to do the right thing, setting your heirs up for success

Taxes (5:55)

• Understanding your tax situation, factoring in income taxes, and taking your children’s tax situation into account 

Usage Benefit (12:03) 

• Empowering your children, letting them plan, and recognizing how this gift would help them
• Seeing from your child’s perspective, knowing your kids, and acknowledging how they would handle money 

Gifting now (17:59)

• Asking how you could help, creating unique moments and experiences with your children, seeing them enjoy your gift 

Accounts and Assets (22:04)

• Understanding the pieces you have, transferring assets, creating learning opportunities  

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.