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Erschienen in:
2019 | OriginalPaper | Buchkapitel
16. Gifting and Estate Planning: Determining the Right Time to Transfer Wealth
verfasst von : Niall J. Gannon
Erschienen in: Tailored Wealth Management
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Abstract
There are a number of books that address the various trusts and estate planning structures available to average and wealthy families. In this chapter, I will focus on experiences from families that might help in your own planning. I will also focus on developing a mindset and attitude about the meaning of wealth for your heirs in order to feed the ultimate work ahead in formulating your estate plan.