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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.

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. …

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…