Putting the “Family” in Family Philanthropy

Wealth Planning
FamilyPhilanthropy-NC.jpg

For many individuals, philanthropy is one of the more gratifying parts of estate planning. Adding in a multigenerational component can make it even more meaningful and compelling. Just as every family is unique, so is their philanthropic approach, and there is no single way to involve a family in philanthropy.What is multigenerational philanthropy?In some respects, multigenerational philanthropy is defined by what it is not.

Read More...


Rediscovering the Ethical Will

Wealth Planning
7862-Ethical-Wills-NC.jpg

What would you like to transfer to your loved ones, in addition to your assets? A memory of the day you fell in love with your life’s partner? Lessons learned from a lifetime of hard work? More and more people are finding that it’s important to share not just the material wealth they’ve accumulated, but also their spiritual wealth and wisdom. They are rediscovering an ancient tool known as an ethical will for transmitting their values to the next generation.

Read More...


Making Sense of Spousal Trusts

Carlo Lombardi |
Wealth Planning
Spousal-Trusts-NC.jpg

Like many married couples, chances are you share the nearly universal concern of being sure that your better half is well provided for after your death. There are many different ways to take care of your surviving spouse— through insurance, investments, trusts, and other sources of income. One effective way is through the use of what is commonly called an “A/B” trust arrangement.

Read More...