Family Wealth: Give Now or Leave for Later?

You've spent a lifetime building wealth. When is the right time to share it?

Giving during your lifetime can create opportunities for the people you love while leaving an inheritance can offer different advantages. 

Understanding the tradeoffs can help you make decisions with greater clarity.

Let's break it all down (and bring your questions too!) during our Lunch and Learn event on Friday, October 23 | 11:00am-1:00pm - 3rd Floor Conference room6101 Bollinger Canyon Rd., San Ramon Ca 94583

Hosted by The Diamond Group Wealth Advisors and Marilyn Suey; this complimentary Lunch and Learn event features our guest speaker Robert J. Silverman, Attorney at Law.

Key Takeaways:

- Understand the Pros/Cons of making Lifetime Gifts

-Understand valuable Creditor and Marital Protection for Loved Ones

-Tips on ways to reduce or defer Income Tax on the Sale or Gifting of Appreciated Assets (i.e. "Step Up" in Basis), PLUS more!

Admission complimentary, Registration requested.  Click here to save your spot: diamondgroupwealthadvisors.com/events/family-wealth-give-now-or-leave-for-later