Teaching the Next Generation to Plan Financially
Discuss financial planning concepts with the next generation now to help them begin a financially successful path.
Generational Planning
How Can You Gift Money to Your Beneficiaries?
Which options are available to gift money to beneficiaries?
The Importance of Multi-Generational Planning
Multi-generation planning helps to make sure your family is taken care of! Learn more about how to plan for your family’s future with help from Chatterton!
Is Inheritance Taxable in California?
If you recently inherited money you are probably wondering what your next steps are? Find out if your inheritance is taxable in the state of California!
Inheritance Basics: What to Do with Inheritance Money
Not sure what to do with inheritance money? From small to large inheritances, learn the basics about how inheritances work and what you should do with them.
