There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.
A question many clients are asking these days is about how recent tax reform will impact individual tax situations for 2018. It is estimated that the number of households itemizing deductions is expected to drop from 37 million to 16 million in 2018 due to the higher Standard Deduction passed in the Tax Cuts and Jobs Act. This means that many of the itemizable expenses we h
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available.
The Donor-Advised Fund is a simple, tax-efficient investment solution for investors who are looking to fulfill their philanthropic goals.
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And unlike the Ancient Egyptians believed, you cannot take your worldly goods with you when your light goes out. You can share your stories wisdom in a manifesto or through funny tales to your family, but what about the money?