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When it comes to passing on wealth, the traditional approach has been to wait—save everything, then hand it off through a will. But what if the most meaningful impact happens before that moment?
Giving while you're still here—intentionally, strategically—lets you see the effect of your support, guide the outcomes, and build deeper alignment with your values. In this episode, we explore why earlier is often better, and how giving now doesn’t just transfer wealth—it multiplies its purpose.
By ER Doc Advisor4.5
1212 ratings
When it comes to passing on wealth, the traditional approach has been to wait—save everything, then hand it off through a will. But what if the most meaningful impact happens before that moment?
Giving while you're still here—intentionally, strategically—lets you see the effect of your support, guide the outcomes, and build deeper alignment with your values. In this episode, we explore why earlier is often better, and how giving now doesn’t just transfer wealth—it multiplies its purpose.

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