NOT FOR REPRINT
Should Clients Share Wealth Sooner Rather Than Later?
Analysis July 30, 2024 at 10:57 AM
Share & Print
What You Need To Know
- Many wealthy people choose to pass on wealth why they die, but that's not the only way.
- Experts say passing on assets during one's lifetime can have big benefits, both psychological and practical.
- Beyond alleviating financial stress, early inheritance can provide a test run for future big gifts.
NOT FOR REPRINT
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.
Immediate Answers to Critical Tax Questions At Your Fingertips
Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.
Get More Information