With the potential changes to estate and gift tax laws on the horizon, high-net-worth individuals, especially business owners considering an exit, may want to start planning now to protect their…
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Deeply invested in its community, one client family has always prioritized volunteerism and philanthropy. However, as the children entered their teenage years the family began to seek ways to amplify...
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Community foundations receive support from a wide array of donors, including individuals and families, businesses, other charities and foundations, and sometimes government entities. What differentiates a community foundation from other nonprofits is the variety of grantmaking vehicles they employ and that donors may engage with.
As we reach the midpoint of the year, now may be an ideal time to pause and conduct a thorough financial review. At SignatureFD, we believe wealth management is about helping our clients achieve a holistic sense of well-being.
Incorporating generosity into your legacy planning typically involves more than just designating beneficiaries in a will or trust. It’s usually about shaping how you’ll be remembered and living out that...
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At SignatureFD, we believe that generosity can be a powerful tool to build lasting bonds among multiple generations of a family. Explorations of a family’s values, passions, and legacy are...
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In the wealth management industry, entrepreneurs and executives stand apart. Their financial landscape typically differs from the average investor’s, with a substantial portion of their assets wrapped up in the…
Teaching children about money and finances can be an essential life skill to set them on the path to financial success. Parents typically play a crucial role in this process, as they are often the first educators on the subject.
“What’s my legacy?” Many adults have likely asked themselves this question at some point. It can be rewarding to know we’ve left some imprint on the people around us, so they can continue making a difference in the world when we’re gone.
If you’re running a small business, you might feel the pressure of uncertainty in our current economy. Click to read SignatureFD’s article on the topic by Matt Barber.
