“If you could turn a million dollar estate tax liability into a $2 million gift to charity (or a $100,000 capital gain tax liability into a $250,000 gift to charity), who would you give that money to and what would you have them do with it?”  Or, “If you could really make a difference in just one area of life, what would it be?”  Or, “How much wealth is enough for your heirs?” 

The vast majority of wealthy people do not adequately address the different aspects of their wealth. As a result, their estates suffer devastating taxes and they reap only a portion of all the benefits that their wealth could have provided to them, their children and society. There is, however, incredible opportunity for those who learn how to effectively leverage all three aspects of wealth, what we call Family Wealth Planning.

Click here to read full article: Family Wealth Planning: Getting to the Heart of the Matter

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