When is the right time to share your wealth with the people you love and/or the causes you care about deeply? 

Join Marilyn Suey, Founder of The Diamond Group Wealth Advisors and estate planning attorney Robert J. Silverman for an informative Lunch & Learn exploring your options and understanding the benefits and considerations of lifetime gifting, ways to address creditor and marital claims, and potential tax strategies for appreciated assets such as "Step-up" in basis and more! 

Gain valuable insights to help you make thoughtful decisions about your legacy and your family's financial future.