Topics
Topic:
Estate Planning
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Name, Image, and Likeness: The Financial Playbook Every Athlete Needs
In 2021, college sports entered a new era. The introduction of Name, Image, and Likeness (NIL) rights gave student-athletes the ability to earn money through endorsements, sponsorships, and social media partnerships. For many young athletes, this was the first time their talent could translate directly into financial opportunity. But with opportunity comes responsibility—and complexity. NIL…
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Turning Your IRA into a Legacy: How a Donor Advised Fund Can Amplify Your Impact
What if your retirement savings could do more than secure your future—what if they could create a lasting impact on the causes and communities you care about? For many families, naming a donor advised fund (DAF) as the beneficiary of an IRA is a purposeful strategy that makes this possible. Retaining Influence Over Your Charitable…
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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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