Topics
Topic:
Estate Planning
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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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Giving Back—and Giving Forward: A High-Level Look at Charitable Lead Trusts
For families and individuals who want their wealth to reflect their values, estate planning is about more than numbers—it’s about purpose. Many seek ways to have a lasting philanthropic impact while also ensuring their loved ones are supported for generations. A Charitable Lead Trust (CLT) is one strategy that can help accomplish both. Real-Life Scenarios:…
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A Smart Giving Strategy: How Charitable Remainder Annuity Trusts Turn Generosity into Legacy
Because Giving Shouldn’t Mean Giving Something Up Imagine this: You’ve worked hard, invested wisely, and now you’re thinking about how to share that success—not just with your loved ones, but with the causes and communities that shaped your journey. The question is no longer if you should give. It’s how to give meaningfully—without compromising your…
