---
title: The Latest from Birchwood Financial Partners | Estate & Legacy Planning (3)
description: Estate & Legacy Planning | (3)
---
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# Financial Insights Blog
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[ ](https://blog.birchwoodfp.com/tax-issues-gifting-money-to-family-members)
## [Tax Issues You Need to Know When Gifting Money to Family Members](https://blog.birchwoodfp.com/tax-issues-gifting-money-to-family-members)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Aug 17, 2021 12:45:00 PM
We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...
[Read More](https://blog.birchwoodfp.com/tax-issues-gifting-money-to-family-members)
[ ](https://blog.birchwoodfp.com/milestones-for-gifting-money-to-children)
## [Financial, Life Milestones to Consider When Gifting Money to Children](https://blog.birchwoodfp.com/milestones-for-gifting-money-to-children)
[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)
Jun 21, 2021 12:15:00 PM
Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...
[Read More](https://blog.birchwoodfp.com/milestones-for-gifting-money-to-children)
[ ](https://blog.birchwoodfp.com/estate-planning-attorney-working-with-financial-advisor)
## [Why You Want an Estate Planning Attorney Working with Your Financial Planner](https://blog.birchwoodfp.com/estate-planning-attorney-working-with-financial-advisor)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
Apr 28, 2021 8:45:00 AM
As a Financial Advisor, one of the many roles I play is “professional nag.” The thought of working through (and paying for) a comprehensive estate...
[Read More](https://blog.birchwoodfp.com/estate-planning-attorney-working-with-financial-advisor)
[ ](https://blog.birchwoodfp.com/estate-planning-with-children/)
## [Have You Talked with Your Children About Your Estate Plan? Start Here](https://blog.birchwoodfp.com/estate-planning-with-children/)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
Jan 19, 2021 10:21:00 AM
Creating an estate plan that dictates the distribution of your assets is important so that your family will be financially taken care of if something...
[Read More](https://blog.birchwoodfp.com/estate-planning-with-children/)
[ ](https://blog.birchwoodfp.com/estate-planning-preparation)
## [Making Estate Planning Preparation as Easy as 1, 2, 3](https://blog.birchwoodfp.com/estate-planning-preparation)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Jan 12, 2021 9:44:57 AM
Talking about death is not easy, and many couples would prefer to avoid the conversation altogether. That's what makes the estate planning process...
[Read More](https://blog.birchwoodfp.com/estate-planning-preparation)
[ ](https://blog.birchwoodfp.com/how-to-talk-to-parents-about-money)
## [How to Talk to Your Aging Parents About Money](https://blog.birchwoodfp.com/how-to-talk-to-parents-about-money)
[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)
Dec 28, 2020 1:22:00 PM
On the list of things we never expect to have to talk about with our parents, finances often rank near the top. Finances can be a taboo subject in...
[Read More](https://blog.birchwoodfp.com/how-to-talk-to-parents-about-money)
[.jpeg) ](https://blog.birchwoodfp.com/biden-taxes-impact-on-financial-planning/)
## [How We Think Biden's Income Tax, Estate Planning, and Retirement Plans Could Change Your Financial Future](https://blog.birchwoodfp.com/biden-taxes-impact-on-financial-planning/)
[Kay Kramer](https://blog.birchwoodfp.com/author/kay-kramer-cfp)
Dec 16, 2020 3:13:15 PM
Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...
[Read More](https://blog.birchwoodfp.com/biden-taxes-impact-on-financial-planning/)
[ ](https://blog.birchwoodfp.com/secure-act-estate-planning-retirement/)
## [How Will the SECURE Act Change Your Estate Planning Opportunities?](https://blog.birchwoodfp.com/secure-act-estate-planning-retirement/)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Aug 18, 2020 11:00:00 AM
In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with the goal of encouraging taxpayers to...
[Read More](https://blog.birchwoodfp.com/secure-act-estate-planning-retirement/)
[ ](https://blog.birchwoodfp.com/estate-planning-covid-19-disruption)
## [Estate Planning During Life Disruptions Like COVID-19](https://blog.birchwoodfp.com/estate-planning-covid-19-disruption)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Jun 3, 2020 12:30:00 PM
Calling the coronavirus pandemic a disruption may seem like an understatement. However, when unexpected events create disruptions that force us to...
[Read More](https://blog.birchwoodfp.com/estate-planning-covid-19-disruption)
[ ](https://blog.birchwoodfp.com/great-wealth-transfer-boomers-millennials)
## [The Great Wealth Transfer from Baby Boomers to Heirs and Charity](https://blog.birchwoodfp.com/great-wealth-transfer-boomers-millennials)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Apr 1, 2020 4:06:12 PM
As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...
[Read More](https://blog.birchwoodfp.com/great-wealth-transfer-boomers-millennials)
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*All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.*
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