8. The Conversation Every Family Should Have
Legacy often gets framed in financial terms, but for Tom Moran, AIF®, this conversation starts earlier than any estate document or tax strategy.
Tom shares how philanthropy became part of his family’s rhythm, why many families choose to introduce giving earlier, and how advisors can help create space for more open conversations about goals and values.
Host Anthony Stich and Tom discuss common charitable planning options like donor-advised funds and charitable trusts, and broader multi-generational planning themes.
The focus stays on purpose, relationships, and the long-term impact families…
The skinny
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