intergenerational planning – Putnam Wealth Management

Engage the next generation with these planning strategies

Financial planning strategies affect multiple generations more often than families realize. College funding, retirement, and tax efficiency can involve children and future heirs. Here are some ideas for conversations that support intergenerational planning and may encourage the whole family to participate. College funding Parents and grandparents may already be helping to support higher education for

Five ways to connect with the next generation

Despite projections of a significant transfer of wealth from baby boomers to heirs in the coming decades, many investors may not be talking about estate planning with their financial advisors. In fact, a 2014 study found that only 35% of investors said their advisors provide family wealth management defined as a specific service.* Financial professionals