Best Ways to Give Your Heirs Money While You're Alive
Instead of leaving your adult kids money when you die, create a meaningful gifting plan so you can watch them benefit from your generosity
June 14, 2013
Lynn Ballou is a certified financial planner, co-owner of Ballou Plum Wealth Advisors, LLC, a registered investment advisory firm in Lafayette, Calif., and a registered principal and branch manager with LPL Financial.