PRESENTS

“Should I help my children now, or leave everything in my trust?”

It may be one of the most common questions we hear especially with Bay Area home values and long-held stock positions in the picture.

There isn’t one answer for every family. That’s why we’re hosting a Lunch & Learn to walk through the considerations.

Family Wealth: Give Now or Leave for Later?

Marilyn Suey, Founder of The Diamond Group Wealth Advisors, and estate planning attorney Robert J. Silverman will cover common questions, including:

Is it better to give to my kids now or leave an inheritance?

We’ll compare lifetime gifting with transfers at death. That includes how annual gift exclusions and certain trusts may be used to support children and grandchildren, and the tax and family considerations that come with each approach.

Can I preserve an inheritance from lawsuits, creditors or a child’s divorce?

We’ll discuss how trusts that continue for a beneficiary’s lifetime, and marital agreements, may help safeguard assets.

What about stock or real estate I’ve owned for decades?

We’ll explain the “step-up” in basis and the choices people weigh for highly appreciated assets: selling, holding, gifting, donating, or using a charitable trust.

You’ll leave with a clearer picture of your options and better questions to bring to your own legal, tax and financial professionals.

📅 Friday, October 23, 2026 | 11:00 a.m. – 1:00 p.m.

📍 6101 Bollinger Canyon Rd, 3rd Floor Conference Room (same building as Flourish Cafe), San Ramon, CA 94583

You’re welcome to bring your spouse or up to three guests. Planning for the next generation often goes best as a family conversation.

Reserve free now:

https://www.diamondgroupwealthadvisors.com/events/family-wealth-give-now-or-leave-for-later

Prefer to RSVP by phone? Call our office at 925-219-0080.

P.S. Not sure which of these questions applies to your family? Come anyway. Most attendees find the conversation helps them figure out what to ask next.

Know someone who may also benefit from this conversation? We'd love for you to share.

We look forward to spending time with you!

Everyone's financial story is unique and your plans should reflect

what matters most to you.

Let's build your financial house

around your goals, your dreams and your intentions, creating a foundation

that may help serve and support you for every season.



Schedule your complimentary, confidential and

meaningful conversation with Marilyn today.

Call: 925-219-0080 | Text: 925-744-8060

Robert Silverman, Silverman & Jaffe are not affiliated with The Diamond Group Wealth Advisors or LPL Financial.



Marilyn Suey is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and The Diamond Group Wealth Advisors are separate entities from LPL Financial. CA Insurance License #0E01981

Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017-2025 Five Star Managers.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CERTIFIED FINANCIAL PLANNER®  and CFP® (with plaque design) in the United States, which it authorizes use of individuals who successfully complete CFP Board's initial and ongoing certification requirements.