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Keep It in the Family: How to Pass on Money and Assets to Family Members

By Saundra Davis
Father wearing a rolled up button up white long sleeve smiles as he does arts and crafts with his two kids at the table

Creating a plan for how you will pass on money or other assets (anything you own) is called estate planning. Many people think that if they don’t have a lot of money or assets (like homes, cars, and jewelry), they don’t have an “estate.” But the fact is we all have an estate. How you…

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How can you balance saving with the asset limits on federal and state benefits?

By Saundra Davis
Low to the ground picture of the grocery store aisle

“How can you help people who are going to get bumped off their subsidized food and housing because they have assets? Then the federal and state agencies say ‘Hey, all is well now.” They may be making more, but not enough yet to sustain themselves, landing them right back in poverty. I’ve seen this happen…

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