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Legacy can mean different things to each of us as we consider our family estate planning and wealth transfer and what we hope to leave behind for the next generation. Is your priority to leave security for your children and spouse? To endow a building on the campus of your alma mater? Or is it most important that your loved ones remember you every time they hold a keepsake item or engage in a favorite tradition?
To explore strategies for wealth transfer and family estate planning, Make It Better Media Group held a special virtual event presented by Lyric Opera Wine Auction that tapped into the expertise of David A. Handler, a trust and estate attorney with Kirkland & Ellis, and M. Zach Mangels, a financial adviser with Private Ocean. Susan B. Noyes moderated the event, during which Handler and Mangels shared essential ideas for estate planning, philanthropy, and legacy in all its senses.
To read the full article, visit better.net. Originally published on Better.net.