8. The Conversation Every Family Should Have

Legacy often gets framed in financial terms, but for Tom Moran, AIF®, this conversation starts earlier than any estate document or tax strategy. Tom shares how philanthropy became part of his family’s rhythm, why many families choose to introduce giving earlier, and how advisors can help create space for more open conversations about goals and values.Host Anthony Stich and Tom discuss common charitable planning options like donor-advised funds and charitable trusts, and broader multi-generational planning themes. The focus stays on purpose, relationships, and the long-term impact families hope to have. You’ll hear perspectives on involving children sooner, how giving can influence the way families relate to money, and what it can look like to shape a legacy that reflects values as well as resources.*This discussion is for general informational purposes only and is not investment, tax, or legal advice.The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected] disclosures, visit: https://www.moranwm.com/disclosuresThis communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.