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Philanthropic Planning

Passing the Torch: Family Philanthropy and the Next Generation

Submitted by Bernhardt Wealth Management on December 23rd, 2019

In our work with family estates, we often hear concerns, expressed either directly or indirectly, about the commitment of “the kids” to charitable and philanthropic goals that are important to our clients. Typically, these are folks who have done well, and giving back to others is a core value for them.

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