Professional Advisor
Generational Philanthropy: Key Points for Professional Advisors
For many clients, wealth is about more than passing down assets. It’s about passing down values, purpose, and opportunities to make a lasting difference. Professional advisors can help clients create a charitable legacy that strengthens family engagement, prepares future generations for responsible stewardship while supporting thoughtful, tax-efficient wealth planning. Include adult children One of…
Transfer of Wealth: An Opportunity for Professional Advisors
Last year, La Crosse Area Community Foundation partnered with several Wisconsin community foundations and the University of Minnesota Extension’s Department of Community Development to analyze the historic transfer of wealth expected in La Crosse County over the coming decades. The findings point to one of the most significant financial planning opportunities many advisors will…