Budgeting Blog

How to Build Generational Wealth and Keep More of It in the Family

— Baddies and Budgets
Tagged: building wealth estate planning generational wealth gift tax personal finance Roth IRA trust
Generational wealth is not just for the wealthy. Here is how to build it, protect it from taxes, and make sure it actually stays in the family.
Should You Put Your Home in a Trust? Here Is What You Need to Know

Should You Put Your Home in a Trust? Here Is What You Need to Know

— Baddies and Budgets
Tagged: estate planning home ownership personal finance real estate trust wealth building
Putting your home in a trust can help your family avoid probate and protect your legacy. Here is what a trust is, how it works, and whether it is the right move for you.