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DTSTART:20261023T180000Z
DTEND:20261023T200000Z
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SUMMARY:Family Wealth: Give Now or Leave for Later?
DESCRIPTION:Family Wealth: Give Now or Leave for Later?\n\nMaximizing Legacy\, Mitigating Taxes\, and Preserving Your Wealth for Future Generations\n\nWhen 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.\n\nJoin 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.
X-ALT-DESC;FMTTYPE=text/html:<h1><span style="font-size:14px\;"><span style="font-family:verdana\;"><strong>Family Wealth: Give Now or Leave for Later?<br />\nMaximizing Legacy\, Mitigating Taxes\, and Preserving Your Wealth for Future Generations</strong></span></span></h1>\n\n<p><span style="font-size:14px\;"><span style="font-family:verdana\;">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.</span></span></p>\n\n<p><span style="font-size:14px\;"><span style="font-family:verdana\;">Join Marilyn Suey\, Founder of The Diamond Group Wealth Advisors and estate planning attorney Robert J. Silverman for an informative Lunch &amp\; 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&#39\;s financial future and legacy.</span></span></p>\n
LOCATION:Bishop Ranch 1\, 3rd floor Conference Room 6101 Bollinger Canyon Road San Ramon\, CA 94583
UID:e.1162.10865
SEQUENCE:3
DTSTAMP:20260923T220805Z
URL:https://members.sanramon.org/events/details/family-wealth-give-now-or-leave-for-later-10865
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