Private Foundations for Beginners

Private Foundations for Beginners

Private foundations provide flexibility for charitable legacy planning, which may make them an appealing option for those able to cover the initial and maintenance costs.   High-net-worth and ultra-high-net-worth individuals interested in building their...
A Charitable Lead Trust Two-For-One

A Charitable Lead Trust Two-For-One

A Charitable Lead Trust (CLT) can help you meet multiple legacy goals while also limiting your tax burden, but is it right for you?   For high-net-worth folks with strong inheritance goals and strong charitable goals, one of the biggest estate planning challenges...