Q. I will be leaving my eight grandchildren money in trusts and have certain stipulations and incentives I decided to include. I’d like to talk to them and their parents about it, but I am not sure how to broach the topic and have … [Read more...]
Print This PageHow Should You Discuss Trusts, Inheritances, and Stipulations with Children and Grandchildren?
August 20, 2024 by
Why Set Up a Trust for Your Children or Grandchildren?
August 14, 2024 by
If you are considering transferring wealth to your children or grandchildren, a trust is usually the best method. It is almost always the best way to protect an inheritance from potential depletion due to lack of financial acumen, … [Read more...]
Print This PageCritter Corner: Teaching Grandchildren about Finances
July 16, 2021 by
Dear Oakley, I’ve been thinking about gifting money to my grandchildren. Before I do so though, I’d like to teach them about financial responsibility. As a financial planner who works with seniors and their loved ones, … [Read more...]
Print This PageDo Middle Class People Set Up Trust Funds?
July 31, 2020 by
Q. My mother is considering setting up trust funds for her grandchildren, hoping to give them a solid head start on adulthood when the time comes. She would like to provide them with guaranteed financial security later in life and … [Read more...]
Print This PageLive a Legacy for Your Grandchildren; Then Leave One for Them
June 28, 2019 by
Q. The discussion of leaving a legacy recently came up in conversation among our friends and family. It seems our friends are way ahead of us on what they will leave future generations and how they hope to instill values in their … [Read more...]
Print This PageMiss Your Grandmother?. . . Then Rent One!
April 2, 2019 by
Anna's mother died when she was six, and she was raised by her grandmother, Betty. Anna had a close relationship with Betty and has many fond memories of their time together. Betty lived a long life and died at the age of 92. Anna … [Read more...]
Print This PageCritter Corner: Including Grandchildren in Caregiving
June 1, 2018 by
Dear Magic,My mother moved close by after my father passed away. She suffers from diabetes and has hip problems. My 13-year-old daughter, Bella, and my 9 year old, Rex, want to visit to help with grandmother's caregiving and … [Read more...]
Print This PageCritter Corner: Explaining Death and Dying to Grandchildren
April 27, 2018 by
Dear Bebe,My mother has a terminal illness and won't be around much longer. I have yet to tell my children, because I don't know the best way to explain it. Do you have any recommendations on how to tell children that their … [Read more...]
Print This PageCritter Corner: Want to lower your risk for Alzheimer’s? Babysit your grandkids!
May 29, 2015 by
Dear Commander Bun Bun,I take care of my 3 year old grandson, Jake, every day, and boy does he keep me moving. I read somewhere that spending time with grandchildren can help stave off Alzheimer's. Have you heard anything … [Read more...]
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