A Meaningful Way for Grandparents to Pass Down Their Wealth

Financially Helping Your Grandchildren

Many retirees plan to pass down their wealth someday. For Robert, that didn’t feel like the right approach. His children were already financially stable, and he wanted to make a meaningful difference in his grandchildren’s lives while he was still here. Prefer to watch the video? Their Situation Robert was a wise and forward-thinking retiree […]