Seven Steps to Limit Your Personal Liability Risk

Sal Dayeh, CFP® |
Wealth Planning
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Don’t let unforeseen risks jeopardize your financial security.Like many high-net-worth individuals, you may think less often about the whole spectrum of risks that can affect your financial security.Review seven important steps that can help protect you from liability risk.Integrating asset protection and estate planning can protect and preserve assets for you and your loved ones.You’ve worked hard to accumulate your wealth.

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Making Your Charitable Gifts Last

Wealth Planning

Turn your year-end giving into a longer-term charitable giving strategy.Even as you strive to be tax-efficient and timely in your year-end giving, those gifts can be part of a longer-term charitable giving strategy.Giving for the long term requires a plan for what charities to support, what assets to give, and what structures to use. Including your family in the process and looking at gifting as a long-term expression of your values can create a fulfilling and lasting family legacy.

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Business Interests Held in Trust

Donald P. DiCarlo and Jeffrey C. Wolken |
My Business

When holding business interests in a trust, it’s important to understand the different structural models for fiduciary decision making.When a business interest is the primary asset in a trust, it can create challenges for both the Trustee and business owner.The trustee’s general fiduciary duty to diversify the trust’s investments may not align with the business owner’s goals.Certain trust features can help to alleviate this conflict.

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