Business Considerations
Charitable giving. Business succession. Impending tax law changes. Growing wealth with intention. Cultivating a meaningful legacy requires a systematic and individualized approach. This year’s Cleveland Wealth Management section, produced by Crain’s Content Studio, features timely tips and valuable strategies from a multi-disciplinary approach to planning. The information and resources aim to help you build your nest egg and shape a legacy that will endure for generations.
Cultivating portfolio growth and legacy
Management
Wealth
2023 Cleveland
Charitable Giving
Estate Planning
Financial Planning
Estate planning strategies to consider before Dec. 31, 2025.
Automating legacy: AI’s nuanced impacts on estate planning.
Definitions and rationale for creating a trust.
401(k) planning when you own company stock.
Impending generational wealth transfer a harbinger for uncertainty and opportunity.
Ohio’s happily ever after: postnuptial agreements.
Proactive planning can prepare next generation for wealth inheritance.
Developing a workable retirement plan is a dynamic process.
Donor-advised funds an appealing vehicle for charitable giving.
Consider these options for making charitable giving a rewarding part of retirement.
Key considerations before exiting your business.
Why exit planning is effective business planning.
Legal strategies to avoid disputes in family-owned businesses.
Plan carefully to ensure a sound legal framework for current operations and future transitions.
Tools and tips to help you achieve purpose-driven wealth.
Consider how tax laws and other circumstances can impact your future and why it’s important to create a trust.
Developing a roadmap to financial security in the future and beyond involves an assessment of individualized factors.
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Learn more about this program.
Published Nov. 6, 2023 Photos are from Getty Images
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