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Putting the “Family” in Family Philanthropy

Carol G. Kroch |
Wealth Planning
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How to use family philanthropy as a vehicle for transmitting values and working together multigenerationally.  Family philanthropy involving multiple generations starts with a charitable plan that includes the family’s needs, interests, assets, and goals.A family needs to think not only about its portfolio of assets, but also its portfolio of interests, and what they hope to achieve from their family philanthropy.

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Making Sense of Spousal Trusts

Carlo Lombardi |
Wealth Planning
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One of the most effective ways to provide for your spouse after your death is through the use of what is commonly called an “A/B” trust arrangement, or a spousal trust.This type of trust not only provides a financial resource for your spouse, but it also assures that your assets are ultimately distributed according to your wishes.It is also designed to ensure that your heirs do not incur any more estate taxes than are absolutely necessary.

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