Giving While You're Alive to Watch It

Most wealth passes at death, when heirs are in their sixties and need it least. There is a strong case, and some surprisingly generous tax rules, for giving while you are here to see what it does. Part six of Both Ends of the Table.

Jun 18, 2026

inheritance planning

Layering a Windfall Onto an Already-Full Plan

When you already have enough, an inheritance is not really about security anymore. It is about purpose. Here is how to think about deploying a windfall when your plan is already full. Part five of Both Ends of the Table.

Jun 17, 2026