All Wealth Planning Content

Passing on Wealth and Values with Irrevocable Trusts

Wilmington Trust |
Wealth Planning

After a lifetime of accomplishment, wealthy individuals often want their legacies to reflect not only what they did, but who they were.An irrevocable trust is an important financial planning tool for minimizing estate taxes.It also offers a unique ability to transfer to succeeding generations the values that guided the trust’s creator.Passing on personal values through irrevocable trusts may also involve a family’s philanthropic goals.

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Protecting Yourself from Identity Theft

Wealth Planning

Get the facts and protect yourself from one of the fastest growing crimes in America today.A large number of identity theft cases are carried out through low-tech methods with the mail being the easiest to infiltrate.Most of the information that identity thieves need is often readily available and can be surprisingly easy to obtain.High-tech identity theft crimes are rising steadily and the majority occur using the Internet.

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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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