Topics
Topic:
Estate Planning
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Private Family Foundations: A Legacy of Giving and a Classroom for the Next Generation
For families who want to make a lasting impact, a Private Family Foundation (PFF) can be both a philanthropic vehicle and a platform for teaching values across generations. At its core, a private foundation is a tax-exempt nonprofit organization that you create and control—one that supports the causes you care deeply about, both during your…
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Charitable Planning During a Liquidity Event: What to Consider Before You Sell
Liquidity events—selling a business, real estate, or a concentrated stock position—are rare moments that often define a business owner’s financial and philanthropic legacy. Before you sign the papers, thoughtful charitable planning can transform a tax liability into a purposeful legacy. The central rule is simple: start before the deal closes. Why timing matters When a…
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When Love Ends, Who Keeps the Picasso? Dividing Art and Collectibles in Divorce
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Roxanne Alexander
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Taylor M. Gang
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Tara Finley, ISA, AM
Divorce is never only about dividing assets. For many couples, the most difficult conversations don’t revolve around bank accounts or real estate—they center on the art, antiques, wine, or collectibles that hold both financial and emotional weight. Over the years, I’ve seen how these items often represent more than monetary value. They are memories, passions,…
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Combining Donor-Advised Funds and Private Family Foundations for Charitable Giving
When families embark on a philanthropic journey, they often consider whether to create a private family foundation (PFF) or establish a donor-advised fund (DAF). Both vehicles are powerful tools, each with distinct advantages. In practice, many families find that using both together can provide the flexibility, simplicity, and impact they seek. With careful planning, the…
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Collaborative Divorce: Navigating Legal and Financial Decisions with Clarity
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Roxanne Alexander
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Adam B. Cordover
Divorce can be one of life’s most challenging transitions, affecting both emotional well-being and financial stability. How the process unfolds can influence your future for years to come. Collaborative divorce offers an approach that emphasizes clarity, control, and cooperation. While it may not be right for everyone, it provides a structured path for families who…
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