Gifting and Letting Go: The Emotional and Practical Aspects of Wealth Transfer
Deciding when – and how much – to give children and grandchildren is arguably the most fraught wealth management decision many of us will make.
Evercore Wealth Management Partner Justin Miller and guest Dr. Denise Federer discussed the emotional and technical considerations in gifting. Wealth and Fiduciary Advisor Dan Stolfa moderated the discussion.
For further information on this event, please contact Aline Sullivan at firstname.lastname@example.org or 203.918.3389.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
©2016 Evercore Wealth Management LLC. All rights reserved.