The best way to pass on your wealth to your children, grandchildren or important charitable causes.
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.
Platt Wealth Management offers financial plans to answer your important financial questions. Where are you? Where do you want to be? How can you get there? Our four-step financial planning process is designed to be a road map to get you where you want to go while providing flexibility to adapt to changes along the route. We offer stand alone plans or full wealth management plans that include our investment management services. Give us a call today to set up a complimentary review. 619-255-9554.