What Will Your Legacy Be
We all leave a legacy that has nothing to do with the assets that comprise our estate. We can have absolutely nothing, no material possessions at the end of our life, and still we [...]
Creating a Legacy within a Legacy
We’ve all heard the expression Shirtsleeves to shirtsleeves in three generations—one generation accumulates the money and the next two spend it down to zero or thereabouts. Shirtsleeves-to-shirtsleeves seems to put the blame for dissipating [...]
When Donors Speak, DAFs Listen
Read about Donor Advised Funds in this Crain's article by Jeremy Nobile Whether it's for the tax benefits, low hurdles for participation, overall flexibility or a number of other factors, donor-advised funds (DAFs) are [...]
News Release – Phil Tobin Launches National Donor Advised Fund
News Release Phil Tobin Launches National Donor Advised Fund iGiftFund to Participate in Fastest Growing Planned Giving Platform in America Hudson, Ohio – July 1, 2018 – Eighteen months after leaving American Endowment Foundation [...]
Getting Started with Your Family Mission Statement
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 [...]
Why Understanding the “What” of Family Wealth is Important to Success
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 [...]
