The Power of Defining Your Family’s Philanthropic Legacy

A family charitable mission statement can provide clarity, unity, and purpose by defining the family’s shared vision for making an impact.
Private Foundation Management Part 2: Private Family Foundations

Starting a private family foundation is a great way to involve the entire family in philanthropy while reaping financial benefits. But there are a few things you need to consider before you dive in headfirst creating one.
Private Foundation Management: Part 1

If you want to make a good name for yourself or your business while supporting a cause you’re passionate about, you might think about starting a foundation.
Establishing a Private Foundation

If you choose to help others through philanthropic opportunities, you should consider adding a private foundation to your Estate Plan.
Chill Before Serving to Avoid Family Litigation

Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.
Alzheimer’s And Dementia Patients Are Easy Prey For Scammers

Avoid being a victim of financial exploitation.