2022 Year-End Planning Tips
In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is ...
5 Planning Steps to Consider Before Year-End 2022
As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to ...
Planning Strategies to Consider in a Volatile Environment
While the Coronavirus pandemic has brought its share of fear and anxiety, it also brings some favorable financial planning opportunities ...
Charitable Remainder Trusts (CRTs)
What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually the grantor and grantor’s spouse) ...
Understanding Qualified Charitable Distributions (QCDs)
Don’t make the loss of a tax deduction your reason for not giving Charitable giving stems from an intrinsic desire ...
Developing Charitable Goals with a Personal Mission Statement
Focusing Your Charitable Activities for a Lasting Impact For many wealthy individuals, charitable donations and philanthropic activity serve as meaningful ...
Optimize Your Charitable Giving with Donor Advised Funds
In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and ...
