Giving While Living: Discover How to Make a Meaningful Impact on Your Family’s Life Today Through Smart Estate and Financial Planning
How do you support the people you love without putting your own retirement at risk? Most people think of estate planning as something that happens after they’re gone, but "Giving While Living" allows you to see the impact of your generosity today.
In this live session, we’ll move beyond simple checks and look at the strategic intersection of tax efficiency, real estate, and long-term security.
Who is This For?
Perfect for parents looking to help children with a first home down payment, grandparents setting up education funds, or anyone navigating the balance between legacy and longevity.
What You’ll Learn
How to think through your own finances before making gifts to family
Ways to give generously while still feeling confident about your future
What to keep in mind from an estate planning perspective when giving during your lifetime
How real estate can play a role in helping family now and planning for later
Why bringing your financial, legal, and real estate decisions together makes everything work better
The Logistics
Duration: 45 minutes + 15 minutes of Live Q&A.
Recording: A replay will be sent to all registered guests (but join live for the Q&A!).
Cost: Complimentary.
Meet Your Hosts
Amanda Pham-Huynh, founder of Xanh Law PC, helps families structure lifetime gifts in ways that protect assets, minimize tax exposure and preserve family harmony.
Ayelet Gingold, founder of Agam Real Estate, brings deep Silicon Valley expertise and a thoughtful, relationship-driven approach to guide families in aligning real estate with their long-term vision and values.
Elizabeth Luna, as principal of her Silicon Valley wealth management firm, delivers comprehensive financial management and strategic planning, helping clients create lasting clarity and harmony.