How Do We Build Multi-Generational Wealth? [Estate Planning]

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 Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.