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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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Delaware Trust Advantages for Business Owners

Jeffrey C. Wolken |
My Business

Control, protection, and privacy are key benefits of a Delaware Trust.

The state of Delaware has long been one of the most favorable places to establish a business.
Delaware is also an excellent place to create a personal trust for estate planning or asset protection purposes.
A Delaware trust offers many of the advantages of other trust-friendly states, along with unique elements that make it a preeminent jurisdiction.

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Don’t Leave the Fate of your Family Business to Chance

Wilmington Trust |
My Business

Create a family business succession plan that works for you.

Every business needs both a short- and long-term plan in place for unexpected and planned events.
Ideally, succession planning should begin the day you take over a business.
Those parents that are most successful at passing the torch are the ones that have created a culture in which transition is welcomed and encouraged.

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