CASE STUDY #1.
Husband and Wife, both age 74, | Three adult children
“I’ve never discussed any of this with any of my children. I thought it was better for them to think of us as having a modest nest egg. Now that we’re working towards making this multi-million dollar gift, I guess the cat will be out of the bag" read more.
CASE STUDY #2
Husband and Wife, ages 54 and 52 | Two adult children
“We have more money than we ever dreamed possible, and now instead of enjoying it, our family is being torn apart because of it. It seems like all we do is fight over how to feel good about it, and then each of us winds up feeling guilty about it.” read more.