Posts Tagged generational wealth

National Grandparents Day: How Estate Planning Protects Your Legacy for the Next Generation

Grandparents Day, observed on the first Sunday after Labor Day, provides a meaningful reminder: as we celebrate the love, wisdom, and support grandparents give, it’s also a time to think about how to protect that legacy legally. In 2025, Grandparents Day fell on September 2nd, making early September a fitting moment to revisit, or begin, your estate plan with grandchildren in mind. Many grandparents generously support grandchildren, through gifts, tuition help, or simply helping out. In fact, a recent survey found that 96% of grandparents provide some form of financial support to grandchildren, and collectively U.S. grandparents spend an estimated $238 billion annually on their grandkids. The Senior List Yet generosity without a strategy can lead to unintended tax burdens, loss of control, or family conflict. A thoughtful estate plan ensures that your gifts and intentions carry forward in a controlled, legally sound way. Below, we explain how grandparents can

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