Gifting Money to Your Children: Tax, Financial and Psychological Implications to Consider
May 11, 2023
Our clients often say that they would like to gift to their children now, before they pass, when their children are building a foundation and can significantly benefit from the added support. Gifting money to family members can be a great way for high-net-worth individuals to transfer wealth to future generations. However, it’s important to approach the process with a well-informed strategy to ensure that you’re maximizing the benefit and ...
Janiczek Wealth Management Named to Forbes’ List of Best Wealth Advisors 2023
April 11, 2023
We are proud to be recognized by Forbes as one of the best wealth advisors in the country. 2023 is the fourth year in a row that we have been honored with this award. The Forbes Best-In-State Wealth Advisors spotlights top advisors across the country, each of which is researched and interviewed. According to Forbes, their research has found, “the very best advisors are laser focused on having a positive ...
