The Grandparent's Money Legacy Plan

Are you a grandparent feeling overwhelmed by the complexities of estate planning, unsure how to best provide for your grandchildren's future? You've likely considered 529 plans or trusts, only to find yourself lost in financial jargon. In "The Grandparent's Money Legacy Plan," experienced financial planner Marjorie Ellsworth Cole offers a refreshing, values-driven approach. This book goes beyond traditional financial advice, providing a comprehensive plan that incorporates financial tools, ethical guidelines, and personal stories. Inside, discover practical strategies for gifting, investing, and communicating your legacy, all while staying true to your family's values. Create a lasting impact, ensuring your grandchildren benefit from your resources and wisdom for generations to come.

About the author

Marjorie Ellsworth Cole is a seasoned financial planner with over fifteen years of experience helping families navigate the complexities of wealth management and estate planning. She is passionate about empowering families to create legacies that extend beyond financial assets, incorporating values, traditions, and life lessons. Cole believes that true wealth is measured not just in dollars, but in the lasting impact on future generations. Her approach is rooted in practical advice, clear explanations, and a deep understanding of the emotional aspects of financial planning.

© 2026 PublishDrive (E-bog): 6610001380465

Udgivelsesdato

E-bog: 28. maj 2026