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

Niall J. Gannon
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Niall J. Gannon: The Gannon Group

Chapter 16 in Tailored Wealth Management, 2019, pp 173-180 from Springer

Abstract: 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.

Date: 2019
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Persistent link: https://EconPapers.repec.org/RePEc:spr:sprchp:978-3-319-99780-3_16

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DOI: 10.1007/978-3-319-99780-3_16

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