Having a new grandchild is a lot like having a new child -- it can change your priorities completely. The sooner you start planning, the more you can do for your grandchild. Use the resources in this section to get organized.
Set your goals.
Now that you have grandchildren to spoil, figure out what your financial goals are. Goal Definition Worksheet>>>
Remember the estate tax.
Leave your estate to your grandchildren and loved ones -- not to taxes. Assess how much your estate would be taxed. Estate Tax Calculator>>>
Know how much you can spend.
If you're getting closer to retirement, gauge how much you can afford to withdraw each year throughout your retirement. Retirement Distribution Planner>>>