Multi-Generational Financial Planning (Part 3)

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Show Intro (00:27)

How to get started gifting money to your kids (1:34)

• Making this process as open or private as it needs to be, controlling the pace of taxes, and getting money out of your estate
•  Building in layers of privacy and setting up your children for success    

Working with a financial planner (10:37)

• Creating a long-term plan and ensuring your financial planner connects and communicates well with your children.
• Recognizing the financial industry’s conflict with multi-generational planning  

 Making this process easy (17:16)

• Recognizing who you are dealing with – the difference between fee-only planners, fee-based advisors, and brokers
• Coordinating your efforts, taking your time, and making this process fun (no lecturing or judging your kids)
• Allowing your kids to make decisions and learning to partner with them

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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.