Adding “Above the Line” Conversations to Your Advising

While we’re trained to focus on tax planning, succession and fiscal longevity, many clients are significantly, if not more, interested in their philanthropic legacy

A 2012 U.S. Trust study, Insights on Wealth and Worth, showed that only 49 percent of families view “leaving a financial inheritance as personally important,” while most families and generations, specifically 73 percent of baby boomers, believe they have a “responsibility to be philanthropic.”  While we’re trained to focus on tax planning, succession and fiscal longevity, many clients are significantly, if not more, interested in their philanthropic

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