When giving stays within the family.
Decisions surrounding the timing and procedures for inheritances are naturally a common point of discussion. Is it best to wait until the recipient is a certain age? How do you ensure the proceeds will be spent in an organized and prudent manner? Does it make sense to begin distributing funds to children and grandchildren while you’re still alive?
Your Essex advisor can offer valuable perspectives on a host of questions. We can also guide you, in cases where inheritance amounts are substantial, on how to encourage the personal and social values to extend your family’s philanthropic legacy.