Why Your College-Age Children Need an Estate Plan Wall Street Journal Here's an issue many families overlook when children leave for college: That child, in the eyes of the law, is now an adult—and needs some all-important documents.
Helping clients through their estate planning is a core part of the financial planning process - and of course, the reality is that the orderly resolution of an individual's affairs after they pass away is an issue that long predates financial...
I define corporate philanthropy as a discovery phase in investment in a social issue. I encourage companies to view philanthropic investments as incubators for promising ideas and a mechanism for understanding both community and corporate needs. Much like R&D, philanthropy allows companies...
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