Library

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M

October 04, 2018 | Estate Planning

Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

Financial Planning » Estate Planning Missteps of the Rich and Famous

February 26, 2018 | Estate Planning

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish …

Endowments & Foundations » Charitable Giving in a Low Interest Rate Environment

March 12, 2014 | Fundraising

Introduction There are numerous types of charitable giving vehicles available to those who have a desire to make substantial gifts to charity. If used effectively, charitable giving can be an important component of a strategic financial plan that benefits both the donor and the charity. To do so, …

Library » Should I Set Up a Revocable Trust Structure as the Primary Distribution Method of My Estate?

January 09, 2014 | Estate Planning

When having an estate plan prepared, individuals generally either have a Will prepared, which directs the distribution of their estate after their death, or they have a Revocable Trust prepared, which is combined with a simple Pour-Over Will that directs everything in the estate into the …


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