Topic

Estate & Legacy Planning

Passing wealth and values to the next generation: the critical documents everyone needs, wills and when to update them, trusts and how families benefit, beneficiary planning, gifting to loved ones, and the multigenerational plan. Document-and-checklist content is highly AI-extractable; links to /services/estate-generational-transfer and the Multigenerational Families audience.

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Everything on estate & legacy planning

Video

Financial Planning Fridays #128: Gifting to Loved Ones

For families who have saved more than they will need, lifetime gifting can transfer wealth to children, grandchildren, and others in ways that are both tax-aware and meaningful. This Presilium video reviews effective gifting strategies, the difference between giving now versus at death, and how to align gifts with family values.

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Video

Financial Planning Fridays #118: Donor Advised Funds

Donor-advised funds (DAFs) are the fastest-growing charitable giving vehicle. This Presilium video explains how a DAF lets you take a charitable tax deduction in the year you contribute, invest the funds to grow tax-free, and recommend grants to charities over time, often using appreciated assets for added tax efficiency.

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Video

Financial Planning Fridays #107: Save Your Beneficiaries from Excess Income Tax!

How you allocate which assets go to heirs versus charities can dramatically affect the after-tax legacy your family keeps. By directing tax-deferred accounts to charity and other assets to heirs, families can minimize income tax on inherited wealth and maximize what loved ones actually receive.

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Video

Financial Planning Fridays #105: Three Critical Documents You Need

Every adult and family should have three foundational estate planning documents: a will that directs who inherits and who serves as executor, a durable power of attorney for financial decisions if you're incapacitated, and a healthcare directive for medical decisions. Together they protect your family and your wishes.

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Video

Financial Planning Fridays #91: A Head Start

This episode encourages clients who have more than they will spend to consider lifetime gifts to family, friends, and charities. By giving sooner, the recipients gain more years for compounding to magnify the gift, and the giver gets to see the impact during their lifetime rather than only through their estate.

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Video

Financial Planning Fridays #60: When Should You Update Your Will and Estate Plan?

Your will and estate plan should reflect your current wishes, but life events can quickly make them outdated. This episode outlines the milestones that should trigger a review, including marriage, divorce, births, deaths, large changes in assets, and moving to a new state, so your legacy passes the way you intend.

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Video

Financial Planning Fridays #44: How Your Family May Benefit From A Trust

A trust is one of the most versatile estate-planning tools, helping families manage and distribute assets according to their wishes while maintaining privacy, minimizing tax liability, and preserving wealth for future generations. This episode explains the core benefits a trust can provide and when one may make sense for your family.

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Video

Financial Planning Fridays #38: A 100-Year Plan

Some Presilium financial plans use hypothetical, multigenerational projections that can illustrate wealth lasting for decades. This episode invites you to consider a 100-year time horizon, which may reframe how you think about investment decisions, withdrawal rates, and how wealth could be positioned to benefit future generations. Projections are illustrative only. Past performance does not guarantee future results; this is educational, not investment advice.

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News and Insights

FAs Weigh In: Should the Family Business Stay in the Family?

In this press feature, Presilium CEO Jerry Davidse discusses how advisors help family business owners decide whether to keep a business in the family or sell to an outside partner. He notes Presilium has guided both successful generational transfers and outside sales, facilitating the conversations that lead to the right decision.

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Insights

Financial Planning Friday’s – Estate Planning with a Purpose

This short teaser introduces estate planning with a purpose, pointing to Financial Planning Fridays Episode 9. It frames the discussion of transferring assets efficiently and easily to your beneficiaries that the full episode covers.

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Video

Financial Planning Fridays #9: Estate Planning

This Financial Planning Fridays episode introduces estate planning. A good estate plan transfers your assets and investments to designated beneficiaries in the most effective way possible under current law, and in the easiest way for loved ones during a stressful time. Presilium also touches on the lifetime gift exemption.

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