Got Family Quick Bits: Dynasty Trust

This is Got Family. I am Carey Berger and again we’re telling stories from the crossroads of business and family. We always talk in terms of personal, financial and structural. This one is structural again, and in this particular case we are going to talk about a specific type of trust known as a dynasty … Continue reading “Got Family Quick Bits: Dynasty Trust”

Got Family Quick Bits: Charitable Giving

Hello. This is got family and I am Carey Berger and today we’re talking about charitable giving. First, why? Hopefully because you have a cause you believe in beyond that there are tax advantages. Cash is of course simple and immediate. Appreciated assets allows you potentially to have that tax at the charities tax rate … Continue reading “Got Family Quick Bits: Charitable Giving”