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January 2025 An Estate-Planning Team Can Help You Best Achieve Your Personal and Philanthropic Goals Do you have a complete estate-planning team to help ensure you best achieve your goals? Read more to learn how each team member contributes to your legacy planning.
There Is Still Time to Plan for a Happy New Year with Tax-Smart Charitable Giving Did you know there is still time to take advantage of powerful year-end charitable planning strategies? Read more to learn how these gifts could also generate tax savings.
Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities.
Celebrating National Estate Planning Awareness Week: October 21-27, 2024 This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include.
How a Charitable Gift Can Help Rebalance Your Portfolio Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.
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