All Wealth Planning Content

An Overview of Trusts

Wealth Planning
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A trust can be a beneficial part of your estate plan for transferring assets and minimizing taxes. A trust is a flexible and advantageous way for a person to leave his or her assets to future generations and simultaneously reap certain present benefits. The specific type of trust you may wish to use will depend

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Becoming a Philanthropist: It’s more than Just Writing Checks

Carol G. Kroch |
Wealth Planning

There are many factors to consider when becoming a philanthropist or starting a charity.    Establishing a new charity requires many important considerations. Adopting a strategic vision for the charity brings discipline and focus to philanthropy. Prudent investing and fundraising are key to a charity’s growth potential. Just as an individual goes through life cycles,

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