For many clients and advisors, the central goal of estate planning it to pass as much wealth to the next generation as possible. This thinking suggests that protecting assets is…
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Estate Planning For Parents
From late fall through New Year’s, for many, this is a time to be with and care about family. It can also be a time when emotions run high, especially…
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Basic Estate Planning Concepts
Do you have an estate plan? Don’t make the mistake of overlooking your assets because you think you don’t have any. In fact, a basic estate plan is an important…
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Venture Philanthropy
In 1969, John D. Rockefeller III suggested private foundations could act as risk-takers. He believed they should undertake “an adventurous approach to funding unpopular social causes,” which he described as…
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