All Wealth Planning Content

What is a Trust?

Wealth Planning
Overview-of-Trusts-NC.jpg

A trust can be a beneficial part of your estate plan for transferring assets and minimizing taxes.Many people ask: What is a trust? A trust is a flexible and advantageous way for a person to leave his or her assets to future generations and simultaneously reap certain present benefits.The specific type of trust you may wish to use will depend on a host of specific circumstances.Types include living trusts and testamentary trusts, and revocable and irrevocable trusts.

Read More...


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

Carol G. Kroch |
Wealth Planning
Becoming-a-Philanthropist-NC.jpg

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, so does a charity.

Read More...