
Estate Planning Links for Ultra High Net Worth Individuals
2021, Apr 05
There seems to be a wide range of differing viewpoints on generational wealth transfer. Below are relevant articles I’ve found on the web from various people who have experience in this subject. I would love to see how these approaches differ from one culture to the next.
- To Successfully Pass Down Wealth, Share Your Intent
- In Some Trusts, the Heirs Must Work for the Money - The New York Times
- Secret Fears of the Super-Rich - The Atlantic
- Mark Zuckerberg on raising kids that are not spoiled
- Dynastic Wealth: How Trust Funds Work to Pass Down Wealth
- Secret Fears of the Super-Rich - The Atlantic
- What a Wealth Adviser Tells Millionaires About How Much to Leave Heirs
- All in the Family: Passing Along Wealth to Future Generations - ColoradoBiz Magazine
- Use It or Lose It? How Ultra High Net Worth U.S. Families Are Thinking About Their Lifetime Gift Tax Exclusion as 2020 Year-End Looms - Columbia University School of Professional Studies
- All About Gift Tax in 2021
- Gift Tax: How Much Is It and Who Pays It?
- Frequently Asked Questions on Gift Taxes - Internal Revenue Service
- Prepare your practice to provide multigenerational wealth planning
- Transitioning Wealth to the Next Generation: The Top Six Mistakes