Family Wealth: Give Now or Leave for Later?
Maximizing Legacy, Mitigating Taxes, and Preserving Your Wealth for Future Generations

When is the right time to share your wealth with the people you love and/or the causes you care about deeply? Gain understanding when it comes to your options and clarity on your next steps.

Join Marilyn Suey, Founder of The Diamond Group Wealth Advisors and estate planning attorney Robert J. Silverman for an informative Lunch & Learn exploring the benefits and considerations of lifetime gifting, ways to address creditor and marital claims, and potential tax strategies for appreciated assets. Gain valuable insights to help you make thoughtful decisions about your family's financial future and legacy.