Warren Buffet once said, “I want to give my kids enough so that they feel they can do anything but not so much that they do nothing." In this episode, Senior Financial Advisor Ron Haik and Financial Advisor Ethan Astaneh unpack how best to maintain that delicacy.

They discuss the life cycle and how to gift at each stage of your children's lives, including how to have those conversations. They also go into different tax vehicles and planning techniques, the best way to ensure giving is fair and uplifting regardless of circumstance, and how to handle difficult family situations such as divorce and addiction.

 

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