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Events hosted by Becker and Cheng Wealth Group

Gifting to adult children and protecting your legacy

Join us for an insightful virtual discussion on gifting to your family during your lifetime versus through your estate. This session will feature legal and financial professionals. They will discuss planning strategies for gifting or lending funds to family, while protecting both your financial security and that of loved ones. Whether you’re planning to make gifts now or revisiting your estate plan, this session will provide information needed to make informed decisions.