Cover Image
Read Now

The cycle of the gift family, wealth, and wisdom

A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax savin...

Full description

Bibliographic Details
Main Author: Hughes, James E.
Other Authors: Massenzio, Susan E., Whitaker, Albert Keith
Format: eBook
Language:English
Published: Hoboken, New Jersery. Bloomberg Press & Wiley 2013
Subjects:
Wealth / Fast
Wealth / Aat
Wealth / Http://id.loc.gov/authorities/subjects/sh85145828
Family & Relationships / Reference / Bisacsh
Families / Economic Aspects / Http://id.loc.gov/authorities/subjects/sh95007409
Family & Relationships / Alternative Family / Bisacsh
Familles
Planification Successorale
Estate Planning / Http://id.loc.gov/authorities/subjects/sh85044938
Families / Http://id.loc.gov/authorities/subjects/sh85047009
Nuclear Families / Http://id.loc.gov/authorities/subjects/sh2009003435
Families / Fast
Families / Economic Aspects / Fast
Nuclear Families / Fast
Familles / Aspect économique
Richesse
Estate Planning / Fast
Online Access:
Collection: O'Reilly - Collection details see MPG.ReNa
Table of Contents:
  • The Cycle of the Gift: Family Wealth and Wisdom; Copyright; Contents; Preface; Acknowledgments; Introduction; Some Key Terms and Images; Chapter 1: The Elephant in the Room; Grandparents' Checks; When Giving Becomes an Opportunity; Chapter 2: The Spirit of the Gift; Where the Spirit Leads; The Who of Giving; Chapter 3: Becoming a Wise Giver; Know Thyself; How Much?; Guilt and Remorse; Nothing Too Much; Chapter 4: Receiving Wisely; A Bad Investment?; The Psychological Stages of Giving; Developmental Stages; Giving and the Work Ethic; Not Yet; Meteors and Resilience; Investing in Recipients
  • Includes bibliographical references and index
  • Chapter 5: SpousesLearning from Yourselves and Each Other; Three-Step Process; Blended Families; Prenuptial Discussions; Fiscal Unequals; Chapter 6: Grandparents; Grandparents' Great Opportunity; Involving Parents; Grandparents and Philanthropy; Chapter 7: Trustees; The Choice of Trustee; The Type of Trustee; The Relationship between Beneficiary and Trustee; A Regenerative Role; Chapter 8: Elders; Intergenerational Dynamics; Growing Elders; The Work of Elders; The How of Giving; Chapter 9: Control versus Freedom; The Myth of the Free Gift; Cui Bono?; The Giving of Accounts; Letting Be
  • Chapter 10: Fair versus Equal, Separate versus TogetherThe Balancing Act; Pot Shots; Flourishing; Promises; Chapter 11: Giving Outright, via Loans, or in Trust?; Options; Sharing the Spirit; Making Loans Work; Why Trusts?; The Family Bank; Form versus Function; The What and Why of Giving; Chapter 12: What Families Give; Homes; Business Interests; Values; Rituals; Reputation; Chapter 13: The Why of Giving; Why Not; The Family Tree; Giving Thanks; About the Authors; Index

Similar Items