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

Wealth Planning
Becoming-a-Philanthropist-NC.jpg

Just as an individual goes through life cycles, so does a charity. From the start-up phase to adopting a strategic vision to looking at ways to grow the charity, there are many steps to consider at each important phase of the charity’s lifetime.Start-upA first critical phase in the life cycle of a charitable organization is the start-up period. Let’s take a look at some of the most important aspects of establishing a new charity.

Read More...


Planning is Vital for Family Business Owners

Marguerite C. Weese |
My Business

You’ve worked long hours—month after month, year after year— to establish and grow your own family business. In fact, perhaps you’ve worked so hard that you haven’t had much time to plan either for the business’s future, or your own.But the good news is that proper estate planning can help ensure that your business is preserved for future generations and that you and your spouse live comfortably after you retire.

Read More...


Role of the Trustee in Asset Securitization

Corporate & Institutional
Cleveland, Ohio, USA: Howard M. Metzenbaum U.S. Courthouse and post office - houses the Bankruptcy Court, the US Trustee and US Marshals - 201 Superior Avenue - architects Arnold W.Brunner and Daniel Chester French - Beaux-Arts architecture - photo by M.Torres

Asset securitization segregates the assets to be securitized from the business of the securitization’s sponsor (the Originator) by transferring them to a special purpose vehicle (SPV), often a trust. The trustee of the trust usually subcontracts the administration and servicing of the securitized assets back to a subsidiary of the originator of the asset pool or a third-party provider.

Read More...