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Legacy vs. Living Gift: Finding the Right Time to Give
You've worked hard, saved well, and now you're thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you're still around to enjoy the impact? Let's talk about how to make that decision with confidence.
Today, Trent and Brandon break down the practical and emotional aspects of gifting during your lifetime versus leaving a legacy. They discuss how to prioritize your own financial security first and the risks to avoid before handing over large sums. You'll also learn the ins and outs of annual…
The skinny
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