I recently returned to San Diego after the Academy’s Spring Summit event in Houston and the Spring meeting of the Carter Center’s national Planned Giving Advisory Board in Atlanta. While I was travelling, I had time to consider what clients care about most. First, clients are often looking for the best way to gift to their children or grandchildren. I’ll discuss this in this week’s blog. Next week, I’ll look at how clients can choose to leave a legacy. Clients give to their children and … [Read more...] about Gifting
Grandchildren
Leaving Children a Legacy, Not Just Money
It seems there’s a shifting tide in the way wealthy Americans feel about transferring their financial wealth to their children. And the kids may not be ok with this. While many financially wealthy parents do plan to leave a tidy financial inheritance to their children and / or grandchildren, there is also a clear, growing trend that “the kids need to work hard and make their own money.” It used to be that parents felt obliged to leave their financial assets to their children, as well as their … [Read more...] about Leaving Children a Legacy, Not Just Money
