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 is the fifth in a series taken from The One Page Legacy Plan by Phil Tobin, a free downloadable eBook from [...]
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 fourth in a series taken from The One Page Legacy Plan by Phil Tobin, a free downloadable eBook from iGiftFund. In [...]
Beginning in the mid-1980’s, when Donor Advised Funds began to emerge from relative obscurity to become the most popular form of charitable giving today, I have been fortunate to work with financial advisors and their clients on their Donor Advised Funds (DAF). Initially, many donors view their DAF as a simple, time-sensitive tactical tool to [...]