How Much Is Enough?

How Much Is Enough?

Defining the “right” inheritance through a four-step process

Clients regularly confront wealth planning professionals with the question, “How much is enough to leave my children?”

Popular culture has been giving advice on this topic for decades: “Leave enough so the children can do anything but not so much that they don’t have to do anything.”1 

In an 1891 essay, Andrew Carnegie conveyed a similar sentiment:

 

The parent who leaves his son enormous wealth general

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