#109 - Multigenerational Financial Planning
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Assets often are passed from one generation to the next so coordination of financial planning is necessary, especially when a family member with disabilities is in the mix. This episode teaches us how to sync plans across multiple generations to maximize assets as well as what to focus on for each generation. About the Guest: Mark Gilfix is an attorney at Gilfix and La Poll associates, an award winning writer, and an up and coming leader in the field of Estate Planning, Elder Law, and Special Needs Planning. Related Episodes: This episode is the 9th in a series focusing on Special Needs Financial Planning. The series includes episodes 101 - 113. Find Kim on Instagram as @Journey2lomah
#109 - Multigenerational Financial Planning