“Should I help my children now, or leave everything in my trust?”
It may be one of the most common questions we hear especially with Bay Area home values and long-held stock positions in the picture.
There isn’t one answer for every family. That’s why we’re hosting a Lunch & Learn to walk through the considerations.
Family Wealth: Give Now or Leave for Later?
Marilyn Suey, Founder of The Diamond Group Wealth Advisors, and estate planning attorney Robert J. Silverman will cover common questions, including:
Is it better to give to my kids now or leave an inheritance?
We’ll compare lifetime gifting with transfers at death. That includes how annual gift exclusions and certain trusts may be used to support children and grandchildren, and the tax and family considerations that come with each approach.
Can I preserve an inheritance from lawsuits, creditors or a child’s divorce?
We’ll discuss how trusts that continue for a beneficiary’s lifetime, and marital agreements, may help safeguard assets.
What about stock or real estate I’ve owned for decades?
We’ll explain the “step-up” in basis and the choices people weigh for highly appreciated assets: selling, holding, gifting, donating, or using a charitable trust.
You’ll leave with a clearer picture of your options and better questions to bring to your own legal, tax and financial professionals.
Reserve free now:
https://www.diamondgroupwealthadvisors.com/events/family-wealth-give-now-or-leave-for-later
Prefer to RSVP by phone? Call our office at 925-219-0080.
P.S. Not sure which of these questions apply to your family? Come anyway. Most attendees find the conversation helps them figure out what to ask next.
You’re welcome to bring your spouse or up to two guests. Planning for the next generation often goes best as a family conversation.