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Over the years, you’ve transferred your values to your family

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in the experiences you’ve all shared together.

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And there may come a time, soon, when you think of sharing your

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wealth with your family and your close friends, too.

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So, when is the right time to start to transfer your wealth?

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For who? And for what needs?

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Maybe it’s helping with a down payment on a lake house

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for your son or daughter.

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Like the one they all remember going to with you as a family.

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Well, with longer lifespans and the uncertain future of

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inheritance taxes, many people just like you question

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when is the right time to gift their wealth.

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Along with that comes another big question.

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How much is too much to give to your family?

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And really, there’s no right answer to that one.

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A great first step is having a discussion with your Advisor about

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how much money you need to support the full life you’ve pictured

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for yourself and for your family.

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After that talk, you can explore how much you feel you can

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transfer through an ongoing gifting strategy.

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Your advisor can help you set parameters about how much to give.

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And, how much may be too much.

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What I’ve seen with clients,

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is sometimes it’s more than the wealth that’s being transferred.

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It’s your values and your memories being transferred, too.

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Just connect with your financial advisor to learn more.