By Doug Baumoel, Blair Trippe and Katie Spencer
The article, “The Progenitor’s Dilemma: Avoiding Entitlement When Transferring Wealth,” by Doug Baumoel, Blair Trippe and Katie Spencer, and originally published by Continuity Family Business Consulting, discusses strategies that parents and grandparents may use to help leave a legacy of empowerment and not entitlement with their transfer of wealth. The authors also discuss how much progenitors should give to their heirs and when.