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

In: Tailored Wealth Management

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  • Niall J. Gannon

    (The Gannon Group)

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.

Suggested Citation

  • Niall J. Gannon, 2019. "Gifting and Estate Planning: Determining the Right Time to Transfer Wealth," Springer Books, in: Tailored Wealth Management, chapter 16, pages 173-180, Springer.
    • Handle: RePEc:spr:sprchp:978-3-319-99780-3_16
    DOI: 10.1007/978-3-319-99780-3_16
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