Dennis Morton Jr. is a partner and financial adviser at Corbenic Partners in Bethlehem, Pa. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. As told to Jacob Meade. When business owners who have used their company as a vehicle to deliver on their vision of philanthropy are selling or otherwise transitioning out of day-to-day operations, many wish to continue engaging in philanthropy as an individual. Advisers can help clients in this position...

Source: Wall Street Journal January 22, 2018 18:33 UTC