Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Charitable Giving 9/30/2025
High earners face new limits on charitable deductions under OBBBA starting in 2026, with both a “haircut” and a “shave” on tax benefits. Donor-advi...
READ MOREDonor-Advised Fund 8/19/2025
Discover how donor advised funds (DAFs) help financial advisors deepen client loyalty, maximize tax efficiency, and build multigenerational legacie...
READ MORECRT 12/29/2022
Explore key differences between a Charitable Remainder Trust, Donor Advised Fund, and Private Family Foundation. Learn how each can support your le...
READ MOREVideo 11/23/2021
If you have clients who want to become more intentional with their charitable giving, they may be interested in establishing a donor-advised fund.
READ MOREFinancial Advisors 11/11/2021
When the sale of a stock yields substantial gains, it will trigger a tax bill that, at times, can be sizeable. There could be significant tax advan...
READ MOREFinancial Advisors 11/4/2021
When the sale of real estate yields substantial gains, it will trigger a tax bill that, at times, can be substantial. There could be significant ta...
READ MOREFinancial Advisors 10/28/2021
When the sale of a business yields substantial gains, it will trigger a tax bill that, at times, can be substantial.
READ MOREFinancial Advisors 10/21/2021
Reaching philanthropic goals is different for every family and often is combined with specific financial goals they seek to achieve. Some focus on ...
READ MOREFinancial Advisors 10/14/2021
Establishing a multigenerational giving plan effectively passes along shared beliefs and values to your family. This leaves a positive impact for y...
READ MOREFinancial Advisors 10/7/2021
The idea of charitable bunching may allow you to increase your tax savings by contributing multiple years of charitable deduction in one year.
READ MOREFinancial Advisors 9/30/2021
The concept of charitable bunching may allow you to increase your tax savings by contributing multiple years of charitable deductions in one year.
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