Hannah Boundy, CFA®, CFP®
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
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Michael Davis, CPA
- Dec 20, 2021
- 4 min
Tax Efficient Gifting - How to Give More and Pay Less
When planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.
56 views
Hannah Boundy, CFA®, CFP®
- Sep 14, 2021
- 3 min
Giving Your Grandchildren the Gift of Education
Here are five points to consider when you want to help your grandchildren afford the rising costs of higher education.
61 views
Matthew Davis, CFP®
- Sep 7, 2021
- 3 min
Should you give your kids an early inheritance?
Giving an early inheritance to your children and grandchildren allows you to watch your heirs enjoy your gift while you are alive.
100 views
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