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Posts Tagged ‘family meeting’

Generational Wealth Planning: Legacy Real Estate Properties

By Kevin Reardon | September 5, 2024
Oak Tree

Generational Wealth Planning:  Legacy Real Estate Properties  Written By: Kevin Reardon, CFP® As a financial advisor, one of the most delicate issues to navigate when discussing estate and generational wealth planning…

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Generational Wealth Planning: Where Rubber Meets the Road

By Kevin Reardon | June 20, 2024
Oak Tree

Generational Wealth Planning: Where Rubber Meets the Road Written By: Kevin Reardon, CFP® Building on our Generational Wealth Planning blog written in 2021, we wanted to add to the conversation about…

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Top Ten NON-Tax Estate Planning Tips

By Brian Ellenbecker | March 12, 2021
Top 10 Estate Planning Tips

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC®   Historically, planning to avoid paying estate tax when you pass away was a top-priority discussion for many families.  However, estate taxes…

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