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 USD5,120,000 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 sav...
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Bloomberg Press & Wiley
2013
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245 | 1 | 4 | |a The cycle of the gift |b family, wealth, and wisdom |c James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker |
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520 | |a A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to USD5,120,000 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 saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts'" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift. | ||
650 | 0 | |a Families | |
650 | 0 | |a Wealth | |
650 | 0 | |a Families |x Economic aspects | |
650 | 0 | |a Estate planning | |
650 | 0 | |a Nuclear families | |
650 | 4 | |a Familles | |
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650 | 4 | |a Planification successorale | |
650 | 4 | |a wealth | |
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author | Hughes, James E. |
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spelling | Hughes, James E. VerfasserIn aut The cycle of the gift family, wealth, and wisdom James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker Hoboken, New Jersery. Bloomberg Press & Wiley 2013 1 online resource Text txt rdacontent Computermedien c rdamedia Online-Ressource cr rdacarrier Includes index. - Includes bibliographical references and index. - Print version record and CIP data provided by publisher A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to USD5,120,000 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 saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts'" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift. Families Wealth Families Economic aspects Estate planning Nuclear families Familles Richesse Familles ; Aspect économique Planification successorale wealth FAMILY & RELATIONSHIPS ; Alternative Family FAMILY & RELATIONSHIPS ; Reference Families ; Economic aspects Massenzio, Susan E. MitwirkendeR ctb Whitaker, Albert Keith MitwirkendeR ctb 9781118487594 Erscheint auch als Druck-Ausgabe 9781118487594 TUM01 ZDB-30-ORH TUM_PDA_ORH https://learning.oreilly.com/library/view/-/9781118488379/?ar X:ORHE Aggregator lizenzpflichtig Volltext |
spellingShingle | Hughes, James E. The cycle of the gift family, wealth, and wisdom Families Wealth Families Economic aspects Estate planning Nuclear families Familles Richesse Familles ; Aspect économique Planification successorale wealth FAMILY & RELATIONSHIPS ; Alternative Family FAMILY & RELATIONSHIPS ; Reference Families ; Economic aspects |
title | The cycle of the gift family, wealth, and wisdom |
title_auth | The cycle of the gift family, wealth, and wisdom |
title_exact_search | The cycle of the gift family, wealth, and wisdom |
title_full | The cycle of the gift family, wealth, and wisdom James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker |
title_fullStr | The cycle of the gift family, wealth, and wisdom James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker |
title_full_unstemmed | The cycle of the gift family, wealth, and wisdom James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker |
title_short | The cycle of the gift |
title_sort | cycle of the gift family wealth and wisdom |
title_sub | family, wealth, and wisdom |
topic | Families Wealth Families Economic aspects Estate planning Nuclear families Familles Richesse Familles ; Aspect économique Planification successorale wealth FAMILY & RELATIONSHIPS ; Alternative Family FAMILY & RELATIONSHIPS ; Reference Families ; Economic aspects |
topic_facet | Families Wealth Families Economic aspects Estate planning Nuclear families Familles Richesse Familles ; Aspect économique Planification successorale wealth FAMILY & RELATIONSHIPS ; Alternative Family FAMILY & RELATIONSHIPS ; Reference Families ; Economic aspects |
url | https://learning.oreilly.com/library/view/-/9781118488379/?ar |
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