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How to be generous to family and yourself

Sharing with loved ones is the theme of the season. Giving to children and grandchildren is an important financial priority that surfaces around the holidays. Often, we want the next and future generations to have a better and easier life than we’ve had. This can take the form of bequests to heirs, but extended periods of unemployment, volatile incomes and other difficult economic circumstances among younger generations are inspiring numerous older individuals to give assets during their lifetimes, when there is a need and while the giver can see it being enjoyed.

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