3: Philanthropy in Estate Planning: Balancing Charity against Personal Spending Needs

Many wealthy clients have philanthropic goals, but few receive sufficient guidance regarding how best to balance these goals against personal spending needs. Deciding how to distribute wealth can be a complicated and often emotional process. As a result, investment advisors need to understand their clients’ wealth-distribution preferences and must help quantify potential investment risks associated with different levels and forms of gifting. By helping identify who bears residual investment risk under varying gifting regimes, investment advisors can ensure that their clients’ wealth is distributed in a way that fits their client’s individual, family, and philanthropic ambitions.

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