For this process to be successful, it's important to look at your family's full picture—your financial situation; your assets and the tax basis of those assets; how your children are doing financially and how you would like to support them; what your philanthropic interests are; and what kind of legacy you want to leave. Only by having a broader conversation about that pertinent information can we begin to help create a strategy that addresses all of your charitable and other goals in a tax-advantageous way. And the sooner that discussion happens, the more likely your objectives can be achieved.