Intergenerational financial planning is an exceptionally important process for those who've accumulated significant wealth during their lifetime. Involving your children and grandchildren in your planning process can lead to a much smoother transition for your heirs and ensure that your wealth continues to work for your family throughout multiple generations. This video features Martin Levine, Chief Financial Officer of 4Thought Financial Group explaining the importance of such planning.
Contact us to determine whether any ideas presented are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.