Strategic Philanthrophy

Charitable Giving Guide

There are many factors to consider when determining how to structure your charitable giving.
1 min read
Transferring Family Wealth

Delaware Directed Trusts

Delaware directed trusts are often used by families with multigenerational estates and complex assets, such as family businesses or multistate real estate holdings.
4 min read
Transferring Family Wealth

What Are the Economics of Same-Sex Marriage?

Same-sex couples have won the battle for marriage equality and can secure many, if not all, of the benefits of marriage offered by federal and state laws. It may be time to consider if marriage makes good financial sense.
4 min read
Strategic Philanthrophy

Private Family Foundations Annual Governance Checklist

The fun and rewarding activities of a family foundation center around determining the causes and organizations the foundation will support. This is why the foundation exists—to make an impact and difference for chosen causes and organizations.
1 min read
Transferring Family Wealth

The Grantor Retained Annuity Trust

A grantor retained annuity trust (GRAT) may allow you to transfer significant assets to your children with favorable gift and estate tax results.
4 min read
Transferring Family Wealth

Strategies to Help Your Heirs Enjoy More of Their Inheritance: Basis Planning

Basis planning may help lower capital gains taxes on assets you leave to your heirs—ultimately making it possible for them to enjoy more of their inheritance.
6 min read
Transferring Family Wealth

Choosing a Fiduciary

When crafting your will or setting up a trust, a major decision you need to make is choosing a fiduciary. How can you make sure you identify the ideal executor of your will or trustee of a trust?
6 min read
Transferring Family Wealth

Discovering Family Values: A Key to Successful Wealth Transfer

Families who successfully transfer wealth through the generations are able to identify common family values and align them with long-term goals.
6 min read
Transferring Family Wealth

Artwork & Your Legacy: Stewarding Your Collection

Art collections are curated with passion and care. They often represent an important part of a family’s legacy, making their stewardship fraught with emotional and financial considerations. This article explores options for passing on a collection.
7 min read
Transferring Family Wealth

Trust Basics

Understanding personal trusts doesn’t need to be overly complicated
6 min read
Business Continuity & Succession Planning

Selling Your Business in an Unpredictable Market

While you can’t control the ups and downs of the stock market, you can still take charge of your future.
3 min read
Transferring Family Wealth

Providing for Parents & Grandparents with Upstream Gifting

This strategy may help you financially support family members while also providing people with highly appreciated assets with substantial tax benefits.
5 min read
Transferring Family Wealth

Deciding the Future of the Family Vacation Home

What will happen to your family's vacation home in the future?
9 min read
Transferring Family Wealth

A Window of Opportunity: Taking Advantage of Low Interest Rates

Is your family taking full advantage of today's low-interest-rate environment?
6 min read
Transferring Family Wealth

The Remarkable Versatility of Trusts

Using a trust as part of your wealth strategy plan may shield your assets from certain risks.
2 min read
Retirement Planning

Smart Ways to Invest in Family

How to decide whether – and in what way – you should support family members in need.
3 min read
Security & Risk Management

Changes in Family & Business Dynamics Help Drive Need for Life Insurance Policy Reviews

Changes to the dynamics and goals of your family, your business, and your estate may have a corresponding impact on what is required of your life insurance. These changes, along with changes in tax and regulatory legislation, may trigger a need to review your policies.
6 min read
Business Continuity & Succession Planning

Transferring the Seven Principles of a Successful Family Business

Having sold the family business, is your family prepared to pursue a new mission? Have you determined what that mission will be?
8 min read
Business Continuity & Succession Planning

Lowering the Hurdles to a Successful Family Business Transfer

Transitioning a family-owned business to the next generation presents a number of unique financial and family dynamic hurdles, but it also presents amazing opportunities to contribute to your family’s success for generations to come.
8 min read
Transferring Family Wealth

Using Trusts to Help & Protect You and Your Family

Can you name 10 things that might unravel your estate plan?
1 min read