Case study: Business owners exit with a family legacy

Case study: Business owners exit with a family legacy

As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic philanthropy in family business succession planning to help clients get ready for an...
Two important tax rulings to keep in mind

Two important tax rulings to keep in mind

At the Wayne County Foundation, we value the role you play in helping individuals and families make the most of their charitable giving. That’s why we’re committed to providing regular updates on legal and policy developments that may impact your clients.  In two...
Building your charitable plan, brick by brick

Building your charitable plan, brick by brick

Most of us can think of something we fully intend to do someday. Organize the photos. Update the estate plan. Have that family meeting. Reboot the exercise routine. Charitable planning often falls into that same category. We hear from many generous people who care...