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

Carol G. Kroch |
Wealth Planning
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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, so does a charity.

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Strategies for Real Estate Developers

Donald P. DiCarlo Jr. |
My Business

Your business requires unique estate planning considerations.  As a real estate developer, you may be in a favorable income tax position.Strategies that reduce death-related taxes and estate administration costs are important to explore.Planning for the ultimate continuation or sale of your business is equally important.As a real estate developer, you may be in a favorable income tax position because of the nature of your business and the assets you employ in that business.

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