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For many individuals, philanthropy is one of the more gratifying parts of estate planning. Adding in a multigenerational component—one that involves the family’s needs, interests, assets, and goals—can make it even more meaningful and compelling. With the focus on the family and through open channels of communication, philanthropy can be an excelle...

Charitable planning can be an important part not only of managing income and estate taxes, but of engaging the family and strengthening family values. Adding in a multigenerational component can make it even more meaningful and compelling. Just as every family is unique, so is the philanthropic approach where communication is key and there is ...

Just as an individual goes through life cycles, so does a charity. From the start-up phase to adopting a strategic vision to looking at ways to grow the charity, there are many steps to consider at each important phase of the charity’s lifetime. By bringing discipline and focus to your family philanthropy and going beyond just writing checks,...

The close of each economic cycle and the start of the next carry a unique set of circumstances and challenges. From the vantage point of the depths of the decline, the conditions needed to produce a new expansion can appear daunting. Yet, a signal feature of the U.S. economy, one that has persisted since World War II, has been its ability to shake ...