All Wealth Planning Content

Do You Need a Corporate Executor?

Wealth Planning
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Selecting family members to manage your estate could possibly do your loved ones more harm than good. The duties of an executor can be complex, time consuming, and potentially risky for an individual. A corporate executor can provide a level of expertise that will make the estate settlement a smooth process for all concerned. Beneficiaries

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

Carol G. Kroch |
Wealth Planning
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There are many factors to consider when becoming a philanthropist or starting a charity.    Establishing a new charity requires many important considerations. Adopting a strategic vision for the charity brings discipline and focus to philanthropy. Prudent investing and fundraising are key to a charity’s growth potential. Just as an individual goes through life cycles,

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