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	<title>Strategic Inheritance &#187; structures</title>
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	<link>http://www.strategicinheritance.com/blog</link>
	<description>Maximize Your Legacy</description>
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<title>Strategic Inheritance</title>
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		<item>
		<title>Preparing a legacy plan</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/preparing-a-legacy-plan/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/preparing-a-legacy-plan/#comments</comments>
		<pubDate>Wed, 03 Nov 2010 12:34:23 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[children]]></category>
		<category><![CDATA[elder care]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[inheritance]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[structures]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=998</guid>
		<description><![CDATA[I thought this was a nice way to summarize a lot of the issues you should think about before talking with an attorney or other legacy planning professional about your legacy plan: Make a List of Your People List those to whom you wish to give because of love. Think through special circumstances that may [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/preparing-a-legacy-plan/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>DAFs v. Private Foundations</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/dafs-v-private-foundations/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/dafs-v-private-foundations/#comments</comments>
		<pubDate>Thu, 05 Nov 2009 04:15:11 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[corporate forms]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[anonymity]]></category>
		<category><![CDATA[DAFs]]></category>
		<category><![CDATA[FoundationWise]]></category>
		<category><![CDATA[privacy]]></category>
		<category><![CDATA[private foundations]]></category>
		<category><![CDATA[public foundations]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=892</guid>
		<description><![CDATA[I described the technical differences between donor-advised funds (DAFs) and private foundations back in June of 2007. Frankly, at the time, I saw no compelling reason seriously to consider creating a DAF. Following the FoundationWiseSM conference, however, I&#8217;m seeing more reasons than I did back then to consider this alternative. To recall the few reasons [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/dafs-v-private-foundations/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Investment Policy Statement, III &#8211; The Deeper Questions</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-iii-the-deeper-questions/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-iii-the-deeper-questions/#comments</comments>
		<pubDate>Sat, 28 Mar 2009 00:23:59 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[estate planning]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[money]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[success]]></category>
		<category><![CDATA[wealth]]></category>
		<category><![CDATA[investment policy statement]]></category>
		<category><![CDATA[investment portfolio]]></category>
		<category><![CDATA[investments]]></category>
		<category><![CDATA[risk]]></category>
		<category><![CDATA[time horizons]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=639</guid>
		<description><![CDATA[Boy! Was I naive! Kind of like my thinking with respect to estate planning ten years ago, I thought writing an Investment Policy Statement should be pretty straightforward. All I needed, I thought, was some professional help to give me the right words. But I&#8217;ve discovered that is not the case at all&#8211;a discovery that [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-iii-the-deeper-questions/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Protecting the corporate veil</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/protecting-the-corporate-veil/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/protecting-the-corporate-veil/#comments</comments>
		<pubDate>Thu, 18 Dec 2008 12:36:33 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[business owners]]></category>
		<category><![CDATA[corporate forms]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[corporate veil]]></category>
		<category><![CDATA[piercing the corporate veil]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=512</guid>
		<description><![CDATA[If you own a business, I&#8217;m sure you have heard about the value of incorporation. It is supposed to protect you, personally, from lawsuits . . . or, at least, from the potential effects of lawsuits. As Allan Branch writes: The Corporate Veil is the legal shield that protects an individual from being personally liable [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/protecting-the-corporate-veil/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Four asset classes for the growth of true wealth</title>
		<link>http://www.strategicinheritance.com/blog/legacy/four-asset-classes-for-the-growth-of-true-wealth/</link>
		<comments>http://www.strategicinheritance.com/blog/legacy/four-asset-classes-for-the-growth-of-true-wealth/#comments</comments>
		<pubDate>Sat, 15 Nov 2008 11:40:26 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[heritage]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[resources]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[wealth]]></category>
		<category><![CDATA[human capital]]></category>
		<category><![CDATA[intellectual capital]]></category>
		<category><![CDATA[non-financial assets]]></category>
		<category><![CDATA[non-financial capital]]></category>
		<category><![CDATA[social capital]]></category>
		<category><![CDATA[spiritual capital]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=369</guid>
		<description><![CDATA[Charles W. Collier, in Wealth in Families, expands on the theme urged by James E. Hughes, Jr. to which I&#8217;ve alluded in the past&#8211;the idea that, as Collier quotes Hughes (perhaps from a personal interview; I have been unable to find these exact words in either of Hughes&#8217; books themselves): &#8220;A family&#8217;s duty is to [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/legacy/four-asset-classes-for-the-growth-of-true-wealth/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>The 200-Year Plan: Keeping the long view</title>
		<link>http://www.strategicinheritance.com/blog/kids/200-year-plan-keeping-the-long-view/</link>
		<comments>http://www.strategicinheritance.com/blog/kids/200-year-plan-keeping-the-long-view/#comments</comments>
		<pubDate>Mon, 13 Oct 2008 13:21:44 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family governance]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[mentorship]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[family vision]]></category>
		<category><![CDATA[family vision statement]]></category>
		<category><![CDATA[long-term view]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=249</guid>
		<description><![CDATA[ADDENDUM as of 2/5/09: While I am still excited about the materials I discuss in this post, it is with great sadness that I feel compelled to note I have discovered there are reasons for caution with respect to the sources referenced herein. With respect to Vision Forum Ministries and Doug Phillips, I call your [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/kids/200-year-plan-keeping-the-long-view/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Supporting organizations</title>
		<link>http://www.strategicinheritance.com/blog/structures/supporting-organizations/</link>
		<comments>http://www.strategicinheritance.com/blog/structures/supporting-organizations/#comments</comments>
		<pubDate>Fri, 08 Aug 2008 16:44:31 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[corporate forms]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[charitable organizations]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[private foundations]]></category>
		<category><![CDATA[public charities]]></category>
		<category><![CDATA[public foundations]]></category>
		<category><![CDATA[supporting organizations]]></category>
		<category><![CDATA[TCF]]></category>
		<category><![CDATA[The Charitable Fund]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=154</guid>
		<description><![CDATA[I dealt with Public v. Private Foundations last year. Lately I&#8217;ve begun to learn about something called a &#8220;supporting organization.&#8221; Yesterday I met with Doug Johnson, president of a relatively new community fund here in the Denver metro area that is called, simply, The Charitable Fund or TCF. As with other community foundations, TCF offers [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/structures/supporting-organizations/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Details, details, details!</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/details-details-details/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/details-details-details/#comments</comments>
		<pubDate>Wed, 21 May 2008 20:56:08 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[corporate forms]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[taxes]]></category>
		<category><![CDATA[501(c)(3)]]></category>
		<category><![CDATA[DAF]]></category>
		<category><![CDATA[donor-advised funds]]></category>
		<category><![CDATA[ubti]]></category>
		<category><![CDATA[unrelated business taxable income]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=123</guid>
		<description><![CDATA[B____ [our estate planning attorney], L____ [our CPA], and I met this morning for our annual corporate meetings and strategy session. We discussed our legacy plans at this time. Both B____ and L____ were far more comfortable with the idea of us gifting our company to a DAF [a Donor Advised Fund] than changing it [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/details-details-details/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>501(c)(3) alternative</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/501c3-alternative-2/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/501c3-alternative-2/#comments</comments>
		<pubDate>Wed, 21 May 2008 04:00:27 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[corporate forms]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[taxes]]></category>
		<category><![CDATA[501(c)(3)]]></category>
		<category><![CDATA[DAF]]></category>
		<category><![CDATA[donor-advised funds]]></category>
		<category><![CDATA[income tax]]></category>
		<category><![CDATA[National Christian Foundation]]></category>
		<category><![CDATA[NCF]]></category>
		<category><![CDATA[supporting organization]]></category>
		<category><![CDATA[ubti]]></category>
		<category><![CDATA[unrelated business taxable income]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=121</guid>
		<description><![CDATA[I&#8217;m supposed to meet with our attorney and CPA tomorrow morning for our annual corporate meetings. While we&#8217;re talking about all of our structures anyway, I figured we should talk about our next steps in terms of legacy planning. What should we do, for example, with the 501(c)(3) proposal or alternatives (like the Christian Foundation [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/501c3-alternative-2/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>End of relationship leads to clarity</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/end-of-relationship-leads-to-clarity/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/end-of-relationship-leads-to-clarity/#comments</comments>
		<pubDate>Mon, 28 Apr 2008 20:17:41 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[corporate forms]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[501(c)(3)]]></category>
		<category><![CDATA[legal structures]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=120</guid>
		<description><![CDATA[I&#8217;m astonished. It wasn&#8217;t even an hour after J____ confirmed the termination of our relationship when I suddenly felt new clarity to ask C____, the attorney he had recommended, to resume her research project or, in some ways, to start all over on a new project. I wrote to C____, As my wife and I [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/end-of-relationship-leads-to-clarity/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
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