What happens when generosity meets reality in the era of the Great Wealth Transfer? In this episode of Bridging the Gap, host and financial advisor Lynn Bridges explores how families are navigating the complex balance of supporting aging parents, helping adult children, and planning for their own retirement. From tax-efficient legacy strategies to candid conversations about wills and medical directives, Lynn shares practical insights and real-life stories that reveal the emotional and financial layers of wealth planning. Whether you're giving, receiving, or somewhere in between, this episode offers clarity on how to prepare for what’s next.
Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at BridgesWealthPreservation.com or call 435-674-1037.
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