Shared by the Wall Street Journal, July 16, 2014 When Lili Vasileff’s 30-something client said she was getting remarried, the financial planner couldn’t help but congratulate her. But when the corporate lawyer with a net worth of $5 million and earning a seven-figure salary explained she was marrying a carpenter
Kathleen Longo describes how retirement assets and a Donor Advised Fund can be the perfect solution for charitable giving as part of an overall legacy plan in Talking About Philanthropy Shared by the Minneapolis Foundation, July, 10 2014 Many donor families are increasingly using a Donor Advised Fund to support
Podcasts
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