How Do We Build Multi-Generational Wealth? [Estate Planning]

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.
I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.

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Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

פרקים

1. Multi-Generational Wealth Planning (00:00:00)

2. Estate Planning and Wealth Transfer (00:03:34)

3. Tax Benefits of Charitable Giving (00:15:49)