June 22, 2020

The kids are having a tough time financially and need our help!

We find ourselves in unchartered water with the number of people being laid off from their jobs or furloughed. Unfortunately, we all have family members that are really struggling.

If you find yourself in a position where you want to help, please take a moment and reach out for guidance. Simply writing checks to loved ones may not be the most efficient way to provide financial support and in fact, could place you in an awkward position with the IRS.

Together, we can:

Build a financial model which will calculate how much you can comfortably afford to give and not hurt your financial future.

Work with you to build a tax-efficient strategy to provide financial support.

Help you use the historically low interest rate environment to your advantage.

Consider more efficient ways to help!

Something as simple as writing a check to a loved one has implications you may need to be aware of. Call or reply to this email today to learn more about strategies you can potentially use to your advantage.

Who do you know that may be in a similar situation?

Feel free to forward this email along to family members, friends or colleagues. We’re here to help!

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