In today’s hyper-busy culture, many couples end up living almost separate lives during their first one or two decades together. This doesn’t mean they don’t have a close relationship, or that they never do [...]
“Choose well. Your choice is brief, and yet endless.” ~Goethe What does the word “legacy” mean to you? Most people, when asked this question might say that legacy refers to what a person leaves [...]
How do you define success? Ask 10 different people this question and you’re likely to get 10 different definitions. The typical dictionary definition characterizes success as “an accomplishment of a goal or purpose.” While [...]
Americans have a deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need. If you’re involved in regular charitable giving, you know how [...]
Read Phil Tobin's latest article published in Wealth & Management: Americans are currently experiencing the greatest transfer of wealth in history, and many may be unprepared to successfully navigate it. The statistics paint a picture: [...]
No doubt, the Tax Cut and Jobs Act (TCJA) of 2017 will change your tax planning in one way or another. Despite any alterations to your planning process, there’s one thing that won’t change: [...]
While most taxpayers will benefit from reduced tax rates and expanded tax brackets under the new tax laws, many will elect not to itemize this year. Rather, they will opt to claim the higher [...]
This article explores two strategies for family philanthropy, the Private Foundation (PF) and the Donor Advised Fund (DAF) and how these effective and meaningful tools for family philanthropy can help your clients increase the [...]
Sound asset stewardship and family unity each play a tremendous role in successful generational wealth transfer. Here’s why philanthropic giving can contribute to both of those goals. This article is the third in [...]
Hazel Van Dyke Patterson One October day 34 years ago my mother was a vibrant 71-year-old who loved to bowl and visit friends. The next she was gone. Only it didn’t seem [...]
As you may already know, a donor advised fund (DAF) is a charitable giving vehicle sponsored by a public charity. When your clients establishes a donor advised fund with iGiftFund, they are dealing with [...]
A family mission statement is a critical part of successful wealth transfer, uniting all family members and heirs around a common, agreed-upon purpose – and it’s the foundation of your enduring legacy. This article [...]
Making critical, successful decisions when it comes to wealth transfer and inheritance depends on a comprehensive understanding of what makes up that wealth. Here’s what you—and your heirs—should know. This article is the [...]
