College Savings Options for Wealthy Families
There are a different college savings options for wealthy families, but confusion abounds about what path is the right one. …
Give
Building wealth is tough. Giving it away prudently is tougher, though. Whether it is planned transition to children and other heirs, or philanthropic giving to charities, or setting up a private foundation, the options are many and complex. Worthune sheds lights on the options and explores the pros and cons and relevance to various situations.
Donor Advised Funds – A Comprehensive Guide to DAFs
Worthune’s comprehensive and in-depth guide to Donor Advised Funds (or D.A.F.s) helps wealthy families understand the new and hot concept…