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Generosity Backfires Series

Monday, October 10, 2022

NEW SERIES! Are your gifts causing more harm than good? When generosity backfires...

As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). 
That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. 
In this series, I’m offering a weekly Q&A to outlines some mistakes I've seen my generous clients make- along with my recommended course-correct plan of action!

Read more . . .


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