Independent Thinking®
Independent Thinking panel: Gifting and Letting Go: The Emotional and Practical Aspects of Wealth Transfer
June 21, 2022
Deciding when – and how much – to give children and grandchildren is arguably the most fraught wealth management decision many of us will make. Evercore Wealth Management Partner Justin Miller and guest Dr. Denise Federer discussed the emotional and technical considerations in gifting. Wealth and Fiduciary Advisor Dan Stolfa moderated the discussion.
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