Topics
Topic:
Estate Planning
-
What are digital assets and do I need to include them in my estate plan?
How many password-protected accounts do you have? The current crisis we are all going through has prompted many of our clients to review their estate plans. As part of their review, the topic of digital assets has commonly surfaced. Many fail to take this part of their life into account when putting a plan together.…
-
Charitable Gifting
Feel free to contact Michael Walsh with any questions by email: [email protected] or by phone: 305.448.8882 extension 213. For more about Evensky & Katz/ Foldes Financial visit: www.evensky.com.
-
Thoughts on Transferring Wealth to the Next Generation
Lately, clients have been asking if we wouldn’t mind having a conversation with their kids about planning for future wealth transfer, as well as helping their children learn how to save and become financially independent. The decision as to whether to talk to your children and when is very personal, so there is no right…
-
How to Navigate Between Private Foundations and Donor-Advised Funds
-
Evensky & Katz / Foldes
There are more tools now available to help you plan your charitable giving. The two most popular vehicles are private foundations and donor-advised funds (DAFs). While they are both designed to accomplish the same goal, namely of getting funds to charitable causes you care most about, they each come with a different set of pros…
-
-
The Family Information Organizer
“There is in the act of preparing, the moment you start caring.” —Winston Churchill A longtime friend named Dana called me one day because she needed help. Her father had just passed away and she didn’t know what to do. Although I’ve helped clients’ children through similar situations many times, something occurred to me as…
