When Setting up a Charitable Trust Makes Sense

Expert Advice on When Setting up a Charitable Trust Makes Sense

When you establish a charitable remainder trust, you are able to generate income for yourself and your family while you are alive. When you pass on, the trust leverages your remaining wealth to impact the charities of your choice. Here’s a closer look at this wealth preservation and distribution strategy and when setting up a charitable trust makes sense for your financial and estate plans.

Effective 10b5-1 Plans: Best Practices and Strategies

Effective 10b5-1 Plans: Best Practices and Strategies

As an executive financial advisor, I’ve helped many directors and other executives of publicly traded companies establish 10b5-1 plans. If you’re a holder of company stock, it’s something you should consider not only to maintain public perception, but to protect yourself and the financial portfolio you’ve worked hard for. Here’s a closer look at these plans, as well as some 10b5-1 plan best practices executives should know.