PersInv

Locator: 10010PERSONALINVESTING

Subjects.

This series has to do with gifting our inheritance to our family: timing, the process, thoughts. This has nothing to do with how family members manage their own family finances, if that makes sense. The family is going to receive a significant amount of money that they had not counted on at this point in their lives. The goal is to ensure their inheritance is managed as well as can be expected.

Intergenerational transfer of wealth.

The process of giving.

First and foremost: taxes.

Actionable to-do list.

The Schwab cartoon. 

Retirement plans.

529s. 

Coverdell Education Savings Accounts (ESA).

Still working, not retired.

RMDs.

The process of giving.

Buckets.