Estate Planning and Philanthropic Giving

Estate Planning and Philanthropic Giving

There are many reasons why the inclusion of philanthropic giving into an estate plan can create financial advantages, not only for the charitable beneficiaries but also for the owner of the estate and their heirs. People who are eligible to pay Inheritance Tax can cut...
How to Start Planning for Family Wealth Succession

How to Start Planning for Family Wealth Succession

Accumulating wealth goes hand in hand with the desire to ensure that wealth gets passed down to the people we want to succeed us – usually family members. Maintaining a family empire through the generations requires smart succession planning, ideally deciding what is...
Wealth Transfers: Preparing for Success

Wealth Transfers: Preparing for Success

It is estimated that assets to the value of around $30 trillion will change hands in a country such as the United States over the next 30 to 40 years, as the Baby Boomer generation transfer wealth to their heirs. Whether each individual transfer is on a large scale or...