Highlights from this article There are many types of charitable giving. But whether it’s dropping
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Wills and trusts allow an individual to have a say in how their estate is
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As every business owner knows, innovation and entrepreneurship are the engines of the U.S. economy.
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Family governance provides structure and discipline to help a family nurture a business and related
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Key Concepts Estate planning has great value for wealthy families, but it can benefit people
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When it’s time for estate planning, one of the items on the agenda might be
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What is planned giving? Well, it’s just like it sounds – a plan, made by
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Charitable giving and taxes were married, for better or worse, long ago in Washington. Their
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Any discussion of fiduciary vs. non-fiduciary accounts hinges on the same element that separates fiduciary
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Today’s business owners must wear a lot of hats and juggle a lot of balls,
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