Thinking Generationally

Building wealth is only part of the equation—preserving it and passing it on thoughtfully can have an even greater impact. This seminar explores strategies designed to help families transfer wealth more efficiently, including account titling, beneficiary planning, Roth conversions, trusts, tax considerations, and preparing the next generation for financial responsibility. Learn how a coordinated wealth plan can help maximize what you leave behind while supporting the people and causes that matter most. This class is presented by: Brennan Redmond, CFA, CFP®.

Disclaimer:

Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.  To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Each taxpayer should seek independent advice from a tax professional…