Strategic Inheritance Blog
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| Blog Name: | Strategic Inheritance Blog |
| Url: | http://www.strategicinheritance.com/blog/ |
| Language: | English |
| Topics: | legacy planning, estate planning, philanthropy |
| Description: | Strategic legacy- and estate-planning for estate plan donors and their families. Includes discussions that range far beyond wills and trusts alone. How to create a multi-generational strategic plan for your family: defining and clarifying family mission, purpose and values; establishing a family government (council); philanthropy/charity; and much more. Written by a "consumer." |
| Popularity: | 4 Followers |
Blog Feed
Estate gifts “gone bad”
| I’ve posted the story of a major bequest that came to the brink of becoming worthless–or worse than worthless–to the recipients.I imagine it’s a cautionary tale that many of...more |
DAFs v. Private Foundations
| I described the technical differences between donor-advised funds (DAFs) and private foundations back in June of 2007. Frankly, at the time, I saw no compelling reason seriously to consider creatin...more |
DAFs v. Private Foundations
| I described the technical differences between donor-advised funds (DAFs) and private foundations back in June of 2007. Frankly, at the time, I saw no compelling reason seriously to consider creatin...more |
Training the next generation for generosity
| I had the privilege of attending the first FoundationWiseSM conference at Focus on the Family the week before last.FoundationWiseSM is meant to help people who “own” and operate private...more |
Strategic Inheritance Legacy Lounge forum “open for business”
| I will confess: I’ve been dragging my feet. Not sure why. But I had to overcome the hurdle. I have finally “turned on” the Strategic Inheritance Legacy Lounge forum and invite you...more |
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