Thursday, September 24, 2015

4 Secrets To Transferring Assets Between Generations - Caregiver Finances

"Money and families bring up a lot of tension.  I’ve heard several family coordinators of care talk about lost relationships, contentious arguments and lost financial resources.

However it’s important to understand what options you do have.  You won’t have control over everything but knowing basic strategies can help.  It will enable you to make the appropriate suggestion at the right time."



Good advice from John Patrick Adams, including gifts, trusts, and tuition payments.



4 Secrets To Transferring Assets Between Generations - Caregiver Finances

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