All Wealth Planning Content

Do You Need a Corporate Executor?

Wealth Planning
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You have put it off long enough and finally made the decision to sit down with your attorney and establish a will. You have probably given a lot of thought as to who will get what and how to best provide for your survivors. One of the questions you will be asked is, “who do you want to serve as the executor of your estate?” Off of the top of your head, you may say, “my spouse, or maybe my oldest child. They’re both intelligent, well-educated, and have a grasp of my finances.

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

Wealth Planning
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Just as an individual goes through life cycles, so does a charity. From the start-up phase to adopting a strategic vision to looking at ways to grow the charity, there are many steps to consider at each important phase of the charity’s lifetime.Start-upA first critical phase in the life cycle of a charitable organization is the start-up period. Let’s take a look at some of the most important aspects of establishing a new charity.

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