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Gifting and Estate Planning: Determining the Right Time to Transfer Wealth

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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.

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Gannon, N.J. (2019). Gifting and Estate Planning: Determining the Right Time to Transfer Wealth. In: Tailored Wealth Management. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-319-99780-3_16

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  • DOI: https://doi.org/10.1007/978-3-319-99780-3_16

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  • Publisher Name: Palgrave Macmillan, Cham

  • Print ISBN: 978-3-319-99779-7

  • Online ISBN: 978-3-319-99780-3

  • eBook Packages: Economics and FinanceEconomics and Finance (R0)

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