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Avoid Erroneous Assumptions: Ask First, Draft Later

The best plans and intentions can be led astray by misconceptions based on erroneous assumptions, especially with philanthropic succession planning. Often, senior or same generation family members don't have a true understanding of one another's charitable interests, sense of time and financial commitments and passions. At the risk of stating the obvious, family members should candidly and honestly

The best plans and intentions can be led astray by misconceptions based on erroneous assumptions, especially with philanthropic succession planning. Often, senior or same generation family members don't have a true understanding of one another's charitable interests, sense of time and financial commitments and passions. At the risk of stating the obvious, family members should candidly and honestly discuss these issues and then make informed, deliberate decisions as to the family's

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