Should I Use an Irrevocable Trust to Save on Estate Taxes?
Have you ever wondered, “Should we have a trust?”, then quickly...
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Philanthropic Planning
Family Foundations: What Are They & Do I Need One?
Family Foundations: What Are They & Do I Need One?
Should I set up a Family Foundation? Is this the right structure to...
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
How Does Charitable Giving Help Reduce Taxes?
How Does Charitable Giving Help Reduce Taxes?
If you’ve worked hard and planned well, you’re likely to accumulate...
Is Your Estate Plan by Default or Design?
Is Your Estate Plan by Default or Design?
When it comes to leaving your hard-earned wealth to the next...
A 100% Tax Deduction + 2 More Giving Opportunities in 2021
A 100% Tax Deduction + 2 More Giving Opportunities in 2021
Looking for ways to reduce taxes through strategic giving this year? Here are three opportunities not to miss before the end of 2021.
I’m 72 and Don’t Need My RMDs…What Should I Do?
I’m 72 and Don’t Need My RMDs…What Should I Do?
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.
How to Prepare for the Biden Income Tax Increases
How to Prepare for the Biden Income Tax Increases
The Biden administration has proposed a variety of tax changes. Revisions to income taxes are likely to affect many taxpayers. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
3 Ideas to Connect Generations with Generosity
3 Ideas to Connect Generations with Generosity
Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!
Out of Your Estate, Not Out of Reach
Out of Your Estate, Not Out of Reach
Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!
Which Assets Do I Spend and Which Do I Pass On?
Which Assets Do I Spend and Which Do I Pass On?
When it comes to spending and passing on your assets, don't miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!
Charitable Remainder Trusts (CRT)
Charitable Remainder Trusts (CRT)
A Charitable Remainder Trust (CRT) is an irrevocable trust that generates income for you or your beneficiaries with the remainder going to your favorite charity. Is it right for you?
Taxes & Highly Appreciated Real Estate
Taxes & Highly Appreciated Real Estate
You own a few rentals, maybe an apartment building or two, and you’re looking at simplifying your life by selling them and retiring, but the tax bill is daunting. In this Real Estate Edition of our Strategic Guide to Highly Appreciated Assets, we’ll look at a case study and strategies you might consider if you find yourself in this situation.
Taxes & Highly Appreciated Business Ownership
Taxes & Highly Appreciated Business Ownership
What started as a dream in your garage is now a thriving business! You’ve worked hard and now see a sale in your future…and a sizable tax bill. In this Business Owners Edition of our Strategic Guide to Highly Appreciated Assets, we’ll look at a case study and strategies to consider if you find yourself in this situation.
Big Giving in Uncertain Times
Big Giving in Uncertain Times
We all fear uncertainty, but in volatile times, many Big Givers are particularly nervous. When primarily using wealth to support causes you care about, it’s natural to wonder “Are we going to be ok?” “What if we need those funds?” “Can we continue with these large gifts?” First, we should first acknowledge that these concerns are normal. Then, we can ask two key questions back.