Effectively Gifting to the Next Generation at any Net Worth
Effectively benefiting the next generation comes in all shapes and sizes, learn about your options to gift relative to your net worth.
December 9, 2021
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Category: Estate Planning
About Me
Quentara Costa, CFP®
Quentara Costa helps the sandwich generation prioritize kids, self, and aging parents. For years Quentara was the primary caregiver for her father who was diagnosed with Alzheimer's at the age of 70. Since his passing, she’s become a mother of three. Professionally she received a master’s degree in Personal Financial Planning from Bentley University and has held the CFP® designation since 2010. Community involvement includes hosting the Merrimack Valley Senior and Caregiver Group and volunteering for Budget Buddies.
Avoid Common Estate Planning Mistakes
Will your estate be subject to any of these common pitfalls? Titling property jointly with your children as a substitute for a will. While a
May 9, 2018
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How to become Legally Responsible for Older Adults
Q: My aging parent has a will naming me executor, isn’t that enough for me to take control now? A: No, your parent’s will comes
December 4, 2017
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Newborn Considerations
Congratulations!! Now let’s get down to business. There is often so much excitement, joy, and preparation for the baby’s first week home that we can
September 13, 2016
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