Estate/Legacy

Castlepoint Blog: The Point

People often wait too long to gift money to loved ones

by Castlepoint Wealth Advisors | Sep 8, 2017 | Estate/Legacy, In The News, Tax & Estate Planning

http://newsok.com/article/5563179

Authors

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Kendall King - Founder & CEO

Kendall King

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor

Jake Weatherford

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Kristen Buchman - Advisor

Kristen Buchman

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Drew Garner - Partner, COO & Advisor

Drew Garner

Adam Lee, CPA at Castlepoint Wealth Advisors

Adam Lee

The Castlepoint Team