Goals of estate planning chart

Goal of Estate Planning

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 the solitary goal of an estate plan.  Unfortunately, this can be a misplaced emphasis.  Misplaced because it focuses simply on assets rather than family, structure over perspective and tax savings over family...

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estate planning for parents happy chiled with kitten

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 at the holiday dinner table.  It can also be explosive when one of the discussion topics is estate planning for the parents.

Helping Parents Navigate Estate Planning

At Henry V. Kaelber, CPA, CFP®, CGMA, we are committed to providing our...

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Estate planning basics last will and testament

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 financial document for everyone to have.  If you are new at this, you need to understand some basic estate planning concepts.

Helping to Kindle Your Understanding of Estate Planning

At Henry V. Kaelber, CPA, CFP®, CGMA, we...

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venuture philanthropy puzzle pieces

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 venture philanthropy.

Today, venture philanthropy describes philanthropic models that go far beyond the writing of checks.  Instead, they often take a long-term view of what it...

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