A growing number of affluent individuals and families want to make a major difference in the world by supporting causes and charities that are deeply meaningful to them. But they often don’t know how to maximize the impact of their philanthropy—or effectively balance their charitable desires with their financial needs and responsibilities.
Everyone wants their family members to be on the same page when it comes to the family’s financial values and goals. This report spells out one very effective method for achieving just that.
An umbrella policy can make sense for anyone with significant assets, but this key element of a wealth protection plan is often overlooked. This report sets out the case for this critical coverage