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Strategic Inheritance Blog
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| Url: | http://www.strategicinheritance.com/blog/ |
| Author(s): | John Holzmann |
| Language: | English |
| Tags: | 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." |
| Ratings |  (2 Ratings) |
| 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 |
2009-11-06
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 |
2009-11-04
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 |
2009-11-04
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 |
2009-11-03
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 |
2009-10-28
Advanced giving strategies: getting tax deductions worth as much or more than your gift
| I mentioned I was able to participate in a meeting with about a dozen fairly high-end charitable givers. Our host at the meeting told us about a giving strategy that he and his family have begun pu...more |
2009-10-20
The need for philanthropic peer counsel and mastermind groups
| A couple of weeks ago I received a phone call from a Generous Giving consultant. I was invited to join a group of 11 men who were going to visit the founder of a $2 billion company to talk about hi...more |
2009-10-13
Giving philosophy in a nutshell
| I’ve talked about this often enough in the past. (See the “Related posts” list at the end of this one!) But it bears repeating . . . especially if and when it can be said briefly....more |
2009-10-10
When should you give the inheritance?
| Image via WikipediaIn my last post, I talked about giving your children the vast majority of their inheritance “early”–while they’re still in their 20s and early 30s, say...more |
2009-09-28
Heirs and charities
| I read an article this morning that reminded me: Most estate- and legacy-planning professionals ignore philanthropic considerations in their basic planning strategies.Alexis Martin Neely, for examp...more |
2009-09-25
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Don West Jr.Jan 8