Grandchildren, Current And Future

Episode 7 of the Something Personal podcast, hosted by Palisades Hudson Financial Group, titled "Grandchildren, Current And Future" was published on November 29, 2023 and runs 45 minutes.

November 29, 2023 ·45m · Something Personal

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Summary

Grandkids are a joyful part of life. They also can, and should, be part of your overall financial plan. Anthony Criscuolo, a Certified Financial Planner™ and IRS Enrolled Agent, walks listeners through the practical side of offering financial support to your grandchildren in the most effective ways possible. He and host Amy Laburda cover how to make gifts in a tax-efficient way; how to financially support a grandchild’s educational pursuits; how trusts can help with the uncertainty of grandkids’ future abilities and temperaments; and more. They also touch on leaving a legacy for any grandchildren who may arrive after your lifetime.

Episode Description

Grandkids are a joyful part of life. They also can, and should, be part of your overall financial plan.

Anthony Criscuolo, a Certified Financial Planner™ and IRS Enrolled Agent, walks listeners through the practical side of offering financial support to your grandchildren in the most effective ways possible. He and host Amy Laburda cover how to make gifts in a tax-efficient way; how to financially support a grandchild’s educational pursuits; how trusts can help with the uncertainty of grandkids’ future abilities and temperaments; and more. They also touch on leaving a legacy for any grandchildren who may arrive after your lifetime.

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