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How Can Grandparents and Great-Grandparents Help Their Families?

November 1, 2022

More and more grandparents and great-grand- parents are the primary caregivers and source of support for their grandchildren and great-grand- children. The latest data indicate that 8% of grandparents, or 7.7 million, have grandchildren living with them. There are many reasons grandparents assume full responsibility for grand- children. The grandchild’s parents might have died. The […]

Estate Planning Strategy to Avoid the Tax on Helping Grandkids

June 16, 2020

Most people are concerned about the financial futures of their grandchildren and even great-grandchildren- more so than the security of their own children. After ensuring their own retirement years are secure, many people tell survey takers the security of the third and fourth generations is their next worry. Apparently they believe their children can take […]

6 Key Issues about Gifts to Children and Grandchildren

July 26, 2018

One of the questions I receive most frequently from Retirement Watch subscribers is how to make estate planning gifts. Let’s take a look at the issues that recur among many readers. Gifts to family members are one of the staples of estate planning. But the tax law has changed, and that’s altered the role of […]

Building Wealth for Grandkids with Roth IRA Investments

March 1, 2016

There are many tools and strategies available to provide financial help for the grandkids, especially education expenses. Perhaps the best available for many people is the Roth IRA. There are several ways to include a Roth IRA in your plan to help the grandkids, and the Roth IRA can help in a wide range of […]

Knowing When to Include Grandkids in Your Estate Planning

February 1, 2015

When is a child or grandchild ready to receive some wealth? Will some people never be ready to handle gifts or inheritances? Those are some of the most difficult and anguishing questions for people considering their Estate Planning. Almost every parent doubts the maturity and responsibility of at least one child and grandchild. They don’t […]

529 savings plans

Why Grandparents Should Like 529 Savings Plans

August 1, 2014

Grandparents are contributing more to their grandkids’ educations than in the past, and the best way to do this is through a section 529 college savings plan. Even when it isn’t clear a grandchild will attend college, 529 savings plans are good estate and financial planning tools to implement. A number of factors cause grandparents […]

Estate Planning

Investing Strategies to Help Grandkids

July 1, 2014

Summer is filled with tax-advantaged ways to provide financial help for grandkids who are old enough to work. The Estate Planning strategies also work during other periods when the youngsters work. Some of the estate planning strategies are useful only if you own a business, but first here’s one that everyone can use. You can […]

Estate Planning

Giving the Best Estate Planning Financial Advice to Grandkids

April 1, 2014

The best thing you can do to ensure the financial security of your grandkids isn’t to give them money or wealth, though that would be helpful. Sound advice based on the latest research is what the younger generations need more of, and they aren’t likely to get that advice from their parents or schools. The […]


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