Join​ ​our​ ​webinar​ ​”Securing​ ​Your​ ​Family’s​ ​Wealth​ ​With​ ​Legacy​ ​Planning”​ ​Tuesday,​ ​June​ ​25,​ ​2024​ ​at​ ​2:30pm​ ​ET

Who We Serve

Couple sitting on couch with a notice
Inheritance
Adult children of wealthy parents often create a wealth of issues when an inheritance is involved. See how one family worked through the family dynamics.
Couple sitting on couch with a notice
Inheritance
Adult children of wealthy parents often create a wealth of issues when an inheritance is involved. See how one family worked through the family dynamics.
Challenge

One of our clients, a widow, raised four children independently. She created a successful real estate career and retired at 60. However, two of her four adult children had drug and alcohol problems and had difficulty keeping a job. Our client desired to give each child 25% of her estate when she passed away.

SOLUTION

Aurora set up a trust to help protect the two children with dependency problems. We suggested appointing the most responsible child as a trustee for their siblings. In addition, we set up a gift trust to distribute money out of our client’s estate. The trust made distributions in small increments to minimize misspending. We also educated all four children on the power of long-term investing.

RESULTS

We meet with each adult child individually several times per year. One of the children started a monthly investment account.

Every client has a unique story. Your plan and results may differ.

Next Steps

Aurora's disciplined financial planning process seeks to give you peace of mind. See how our counsel may help you achieve your financial​ ​planning​ goals.