Rethinking Inheritance: Give It Now or Leave It Later?

About this episode

This episode explores the implications of timing in inheritance and the potential benefits of giving gifts during one's lifetime rather than waiting until death.

There’s a common belief people have about money: you build it, you protect it, and whatever’s left gets passed on at the end. But what if the timing matters more than the total? As lifespans stretch into the 90s and portfolios grow beyond what many families will realistically spend, the question starts to change. Would a gift mean more when your kids are buying their first home, raising young children, or launching something meaningful? Would you rather see the impact while you’re here to exp...

People in this episode

Host: Scott Frank

Topics covered

• inheritance
• financial planning
• gifting
• family finance
• wealth management

Keywords

• inheritance
• gifting
• financial planning
• wealth management
• family finance

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