Are you looking for ways to make your charitable giving have a bigger financial impact? Or maybe you’re interested in impact investing, but don’t know where to start. In either case, you’ve come to the right place. This blog post will give you an overview of both charitable giving and impact investing, as well as some resources to help you get started. So read on to learn more!
Estate planning is especially critical for families. The reason is, proper estate planning is the framework for generational wealth. The legal documents within an estate plan – a will, trust, power of attorney, legal guardianship, and medical directives – are the vehicles by which you can legally transfer fiduciary duties and property ownership to your […]
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When it comes to inherited property, there can often be confusion about what happens next. In many cases, the property is passed down from one generation to the next on a “step up basis.” What is step-up in basis? And what are the implications for recipients of inherited property? To answer these questions, The Little
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Wealth taxes do not only include income tax. Did you know that there are different types of taxes for high net worth individuals? Among the many types of “wealth” taxes, some of the largest tax bills can be sourced to estate tax, gift tax, trust tax and alternative minimum tax. Understanding the different types of
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This father used the power of investing to achieve financial freedom and help his family become first-generation millionaires.
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Mary J. Blige is an American icon who has written songs that help us navigate relationships, finances, and life.
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An index fund seeks to track the returns of a market index. Here are answers to 5 FAQs about these popular investment vehicles.
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Hiring your child is a great way to give your child a head start in life while also reducing your tax bill.
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An estate plan is a tool available to you to protect, and deploy your assets while you are alive, and ultimately to direct the dispersal of your assets after you die.
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Many wealthy families set up a charitable vehicle to carry out their philanthropic legacy. Often, these families choose the private foundation as their vehicle of choice. For instance, the Gates Family, Rockefeller Family and other billionaire families created a private foundation to carry out their philanthropic endeavors. Even so, the Metaverse leaders deviated from the
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When giving is part of your tax strategy, you want to make sure each charitable contribution is eligible for a tax deduction.
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