Financial Literacy Archives - Family Tree Estate Planning

Clean grid of coins, key, house model, and book representing family financial literacy

Kids and Money: Teaching Financial Literacy Through Estate Planning

by Jason Wootten
December 28, 2025January 31, 2026

You teach children real financial literacy by using estate planning as a practical, structured way to explain money ownership, responsibility, timing, and long-term decision-making. Estate planning is often treated as an adult-only subject, yet it… Kids and Money: Teaching Financial Literacy Through Estate Planning

A financial advisor guiding a multigenerational family through wealth transfer strategies

Using Financial Planning to Prepare for Generational Wealth Transfer

by Jason Wootten
March 9, 2025March 6, 2025

Over the years, I’ve worked with families who assumed that passing down wealth was as simple as listing heirs in a will. Unfortunately, without a proper strategy, generational wealth can disappear faster than it was… Using Financial Planning to Prepare for Generational Wealth Transfer