The cycle of the gift family, wealth, and wisdom
A comprehensive guide to giving well to family members Giving 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 sav...
| Autor principal: | |
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| Otros Autores: | , |
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, N.J. :
Wiley
c2013.
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| Edición: | 1st edition |
| Colección: | Bloomberg
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628595006719 |
Tabla de Contenidos:
- 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
- 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
