Charitable Planning
November 10, 2023
Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
March 22, 2023
In late 2022, before closing shop for the holidays, Congress passed the SECURE Act 2.0. […]
December 29, 2022
Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]
September 12, 2022
Charitable planning, like most areas of financial planning, is not one-size-fits-all. Your needs and priorities […]
September 17, 2021
You Could Have $0 Taxable Income in 2021. (And zero or reduced IRA required distributions […]
August 30, 2021
We noted in a 2016 charitable giving article that Americans gave more to charity the […]
April 28, 2020
Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]
February 10, 2020
This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
Tax Sunset Looming: Is Your Estate Ready for 2026?