Preparing Family for Their Inheritance — Oblivious Investor


A lot of people who read this blog are “super savers” — saving a high percentage of their income through most of their careers. One thing that eventually happens for many super savers is that they reach a point where they realize they have not only saved Enough, they have saved More Than Enough. Their desired standard of living in retirement is well secured, and it’s very likely that a major part of the portfolio is eventually going to be left to loved ones and/or charity.

That realization raises a whole list of new considerations. Some of those are financial (e.g., how much can I afford to give away to charity during my lifetime?), and some are non-financial, such as those discussed in the following article from David Foster:

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