Today the entire gang is exploring the delicate balance between enjoying your wealth today and planning a meaningful legacy for tomorrow. Ryan, Bob, Shaun, Nora, Nic and Adam host a round table on strategic gifting, charitable impacts, and family dynamics. Discover how to navigate the complexities of inheritance, from tax implications to timing, and ensure your financial legacy aligns with your values.

Key Topics:

• The importance of timing in inheritance

• Tax strategies for passing on wealth

• Engaging family in financial planning

• The role of financial advisors in legacy planning

  
  

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#InheritancePlanning #FinancialLegacy #WealthManagement

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This material is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained herein is as-of the date of publication, and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained herein should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on this material.