American author Alex Haley wrote, “Grandparents sort of sprinkle stardust over the lives of little children.” For many grandparents, there’s a progression from the stardust of childhood toward giving a meaningful financial gift later in life. There are many tools available to those wishing to endow a grandchild with a direct gift. Our wealth transfer, trust, and tax experts will explore some of the methods and pitfalls of intergenerational wealth transfer in this webinar.
Learning objectives
At the conclusion of this session, participants will be able to:
- Define the common types of methods used to transfer wealth between generations
- Identify key issues to be aware of when creating a transfer plan
- Articulate best practices on how to develop a plan and communicate your wishes to your family
Presenters
- Mandy Chardoul, Plante Moran Wealth Management Senior Associate
- Rachelle Roberts, Plante Moran Tax Associate
- Cheri Stein, Plante Moran Trust Associate
Moderator
- Dawn Jinsky, Plante Moran Wealth Management Partner
