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Don Wilkinson

Don F. Wilkinson is a 30-year veteran of the financial services industry. He presently is the owner of a wealth management firm in Newport Beach, CA. His firm specializes in asset management and estate planning for individuals and business owners. His client roster is high-end, affluent and wealthy clients.

 Articles by this Author

Business Owners Look To Family Offices For Wealth Transfer And Succession Planning
by Don Wilkinson

It could be advantageous for the business owner to follow the family office model if he intends to retain the business for future generations, with the ultimate goal of preserving long-term wealth and keeping it in the family. ... [ Full Story ]
 
Charitable Remainder Trusts: Benefits Now Include Liquidity
by Don Wilkinson

CRTs can be structured to increase an individual's income, avoid capital gains taxes, lower or eliminate estate taxes and serve as a bonus retirement plan. Now it can also be used to realize immediate liquidity, says the author. ... [ Full Story ]
 
The Family Foundation: Charity, Family Involvement and Tax Benefits
by Don Wilkinson

Now is a good time to take a break from the stresses of recent days and focus on giving to those truly in need. Setting up a family foundation has numerous benefits including involving your children in meaningful charitable giving projects. ... [ Full Story ]
 
Evolving Separately Managed Accounts Become Strategy Option for Affluent Investors
by Don Wilkinson

There's a cycle that occurs approximately every four years as capital gains build up in investors' accounts. In tax year 2000, for instance, investors were subject to low performance in many mutual funds - especially high-tech stocks. At the same time, these investors got hit with excessive capital gains taxes. The same thing occurred during the 2003 thru 2007-tax period.

... [ Full Story ]