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While charitable giving peaks in December, it is good planning to go past the last month of the year to help make a greater impact for your communities. Depending on your tax needs and philanthropic goals, consider making a gift of appreciated assets, creating a charitable lead trust, and using other options that go beyond making a g...

While modeling your charitable nature for your children is important, studies have shown that the impact is even greater when role modeling is combined with meaningful discussions about charitable giving and its impact. Armed with this knowledge, parents can create meaningful opportunities to talk with their children and ask each other questions ab...

Even if you are not yet ready to share the family's wealth numbers, communicating your intentions to the next generations promotes family harmony and is a best practice for successfully sustaining and transferring family wealth. It may also be time to schedule a family meeting for this purpose. There is no right way to conduct this meeting, bu...

If you are wondering how it is possible that everyone in your family is offering an excuse for missing the family meeting date, then it is time for some new ideas or approaches to turn these meetings into events that no one wants to miss. How? By planning a purposeful family event that also happens to include the family meeting. In addition, it wil...