Holiday Conversations That Protect Your Legacy

The holidays are the perfect time to start talking about money with family. Clark Bellin explains why these conversations matter, how to start small, and how they can lead to preserving wealth and family harmony for generations.

Tax Disclosure:

The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances. [Firm does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.