![How Do We Build Multi-Generational Wealth? [Estate Planning]](https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/0f/4e/d8/0f4ed85d-92e6-4de9-9d17-bfda24688dce/mza_14280038318706316602.jpg/400x400bb.jpg "How Do We Build Multi-Generational Wealth? [Estate Planning]")
How Do We Build Multi-Generational Wealth? [Estate Planning]
Update: 2024-07-22
Description
You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.
I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.
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Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
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