Client Login

Multigenerational Family Planning

Multigenerational Family Planning

Using gifting techniques to transfer living legacies to younger generations can be a smart tax strategy and a rewarding way to see your legacy dreams realized during your lifetime. But your beneficiaries could be at a disadvantage without the financial and life planning knowledge to redeploy those assets. Feeling both grateful and overwhelmed, a younger couple reached out to TFG Advisors to find strategies on how to best incorporate just such a gift. Some assets were sold to address their immediate expenses; others were retained for opportunities for future growth. This multigenerational planning benefited the entire family, providing significant peace of mind.

(Back to all case studies)

Check the background of this firm on FINRA's BrokerCheck.