As families gather this holiday season, discussing intentions for wealth and estate plans can prevent future conflicts.
Plan a family meeting, not around a holiday dinner table, to provide a space for family members to share and discuss topics like:
- Family values
- Inheritance plans
- Charitable giving
- Practical considerations like selecting an executor
Whether you involve an objective guide (like the advisors at Gratz Park Private Wealth) or not, keeping your family informed is the first step toward achieving your desired future.
Connect with Gratz Park Private Wealth.
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Gratz Park Private Wealth is a Signature Wealth Group Affiliate
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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Contributions to a retirement account may be tax-deductible depending on the taxpayer’s income, tax-filing status, and other factors. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
