When you have enough assets to meet your retirement goals, the focus turns to transferring wealth to the next generation. There are mechanical concerns, like how to title accounts, but there are also emotional and behavioral complexities that can impact your decisions.
- What’s the most tax efficient way to pass my assets to my family?
- How much is too much to give to my kids?
- How can I prepare them for their inheritance?
- Should I be making gifts now?
- How can we structure our assets to minimize potential estate tax?
Our Fiduciary Promise
We promise to put your interests ahead of our own and to provide transparent and straight forward fee-only services. We are an independent firm with no affiliation to a broker or parent company, so we don’t sell investment products, insurance, or annuities.
We would love to learn more about you.
In addition to our fee-only investment management services, Platt Wealth Management offers financial plans to answer your important financial questions. How close are you now to your goals and dreams? Where do you want to go? How can you get there?
Our four-step financial planning process is designed to be a road map to get you to your destination(s), while providing flexibility to adapt to changes along the route.
We offer stand-alone plans, or our full wealth management program that includes our investment management services. Give us a call today to set up a complimentary review at 619-255-9554.