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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Family Incentive Trusts Help Ensure Financial Responsibility

Mark Oller, CTFA |
Wealth Planning
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 Motivating your children to achieve financial independence beyond their trust payouts.   Family incentive trusts offer innovative strategies for distributing wealth while passing on the family’s work ethic to the next generation.Parents can specify almost any rules they want, reflecting their desire for their heirs to seek higher education or to set up a successful business.

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