The cycle of the gift : family, wealth, and wisdom / / James E. Hughes, Susan E. Massenzio, Keith Whitaker

• Autore: Hughes James E
• Pubblicazione: Hoboken, N.J., : Wiley, c2013
• Edizione: 1st edition
• Descrizione fisica: 1 online resource (194 p.)
• Disciplina: 306.85
• Soggetto topico: Families; Wealth; Families - Economic aspects; Estate planning
• Altri autori: MassenzioSusan E WhitakerAlbert Keith
• Note generali: Includes index.
• Nota di bibliografia: Includes bibliographical references and index.
• Nota di contenuto: 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
• Sommario/riassunto: 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 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 G
• Titolo autorizzato: The cycle of the gift
• ISBN: 1-118-57016-2; 1-283-71512-0; 1-118-48834-2; 1-118-48837-7
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910877124303321
• Lo trovi qui: Univ. Federico II
• Serie: Bloomberg