...With Your Family and Yourself
We frequently work with clients who are interested in financially assisting the younger generations in their family. This may mean offering to help children or grandchildren with specific expenses like buying a house, paying college or graduate school expenses, or assisting with new business start-up costs. It may also mean making annual financial gifts to family members or taking your extended family on an annual vacation. Sometimes, a client will find themselves financially assisting an adult child through a period of unemployment, a divorce, or a medical crisis.