The “Legacy Formula” for a Compelling Legacy
Imagine you’re on a walk with wealthy friends and they talk about the...
The “Legacy Formula” for a Compelling Legacy
Charity
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!
4 Steps for a Successful Estate Planning Talk with Your Family
4 Steps for a Successful Estate Planning Talk with Your Family
“I don't want to ruin my family with my wealth by leaving them a mess or causing conflict.” Does this sound familiar? These four steps can help!
Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap
Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap
The federal estate tax exemption is higher than ever...for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?
4 Steps for a Successful Estate Planning Talk with Your Parents
4 Steps for a Successful Estate Planning Talk with Your Parents
“I’ll have to manage my parents’ finances at some point, but they don’t like to talk about this and I don't know where things are or what they want!” Does this sound familiar? These four steps can help!
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
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 Estate Tax Increases
How to Prepare for the Biden Estate Tax Increases
The Biden administrations has proposed big tax law changes, with some of the most sweeping changes being made to taxes on assets passed on at death, often called estate taxes. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
Tax Reform, Markets & Inflation, Q2 in Review
Tax Reform, Markets & Inflation, Q2 in Review
The second quarter built on much of the encouraging economic progress we saw in the first quarter. States moved to being nearly fully open, markets advanced, and we learned more about probable tax reforms.
Do I Need Life Insurance?
Do I Need Life Insurance?
Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here's a simple breakdown of the types and applications of life insurance.
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!
Case Studies – Which Assets to Spend & Which to Pass On
Case Studies – Which Assets to Spend & Which to Pass On
Part two in our What to Spend & What to Pass On series - three case studies to demonstrate how to apply these principles with a variety of primary objectives.
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?