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Live Your Legacy

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Forward Financial
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Live Your Legacy

Live Your LegacyNov 28, 2025Quick post on a Black Friday courtesy of @KurtSupeCPA on X (fka Twitter) who outlines a perfect case of our parents Living Their Legacy, Not Just Leaving It. The next generation needs help from their Mom and Dad's who have won at the Game of Life. Let's help everyone move the family, forward...(https://lnkd.in/gt6TCxvr)Your son makes $92K and just turned 40 in a rental apartment.You have $5.1M collecting dust.Explain that to me.My client watched this happen for 3 years."I don't want to enable him."Enable him to what? Own a home? Stop bleeding $2,800/month in rent? Give your grandkids their own bedrooms?We finally structured a $225K gift last month.Now his son owns a home. The grandkids have a yard. And he gets to hang out with his grandkids in a space they'll remember forever.Your kids don't need your money at 65.They need it at 35 when:Houses cost $500KDaycare is $2,400/monthStudent loans are $87KHope is running outGive them the inheritance while you're alive to see them use it.

Live Your LegacyNov 28, 2025Quick post on a Black Friday courtesy of @KurtSupeCPA on X (fka Twitter) who outlines a perfect case of our parents Living Their Legacy, Not Just Leaving It. The next generation needs help from their Mom and Dad's who have won at the Game of Life. Let's help everyone move the family, forward...(https://lnkd.in/gt6TCxvr)Your son makes $92K and just turned 40 in a rental apartment.You have $5.1M collecting dust.Explain that to me.My client watched this happen for 3 years."I don't want to enable him."Enable him to what? Own a home? Stop bleeding $2,800/month in rent? Give your grandkids their own bedrooms?We finally structured a $225K gift last month.Now his son owns a home. The grandkids have a yard. And he gets to hang out with his grandkids in a space they'll remember forever.Your kids don't need your money at 65.They need it at 35 when:Houses cost $500KDaycare is $2,400/monthStudent loans are $87KHope is running outGive them the inheritance while you're alive to see them use it.

Quick post on a Black Friday courtesy of @KurtSupeCPA on X (fka Twitter) who outlines a perfect case of our parents Living Their Legacy, Not Just Leaving It. The next generation needs help from their Mom and Dad's who have won at the Game of Life. Let's help everyone move the family, forward...(https://lnkd.in/gt6TCxvr)Your son makes $92K and just turned 40 in a rental apartment.You have $5.1M collecting dust.Explain that to me.My client watched this happen for 3 years."I don't want to enable him."Enable him to what? Own a home? Stop bleeding $2,800/month in rent? Give your grandkids their own bedrooms?We finally structured a $225K gift last month.Now his son owns a home. The grandkids have a yard. And he gets to hang out with his grandkids in a space they'll remember forever.Your kids don't need your money at 65.They need it at 35 when:Houses cost $500KDaycare is $2,400/monthStudent loans are $87KHope is running outGive them the inheritance while you're alive to see them use it.

Quick post on a Black Friday courtesy of @KurtSupeCPA on X (fka Twitter) who outlines a perfect case of our parents Living Their Legacy, Not Just Leaving It. The next generation needs help from their Mom and Dad's who have won at the Game of Life. Let's help everyone move the family, forward...

Your son makes $92K and just turned 40 in a rental apartment.

Now his son owns a home. The grandkids have a yard. And he gets to hang out with his grandkids in a space they'll remember forever.

Give them the inheritance while you're alive to see them use it.

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