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A new year is such a great time to plan and reboot. Cliche as it may be to talk about resolutions this time of year, it’s tough to deny that January represents a clean slate for “to do” lists, goals, and your overall mindset.
As you think about your 2024 charitable giving goals and pr…
If you’re an estate planning attorney, you know how important it is to keep wills and trusts current and in line with your clients’ intentions. And if you’re an accountant or a financial advisor, you’re always looking for frictionless and tax-savvy ways for clients to improve their f…
The rising popularity of the Qualified Charitable Deduction - ”QCD”--appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. Before the clock winds down on 2023 giving opportunities, be sure you’re familiar with the various charitable givi…