Philanthropy and charitable giving can take many forms – from donating gently used goods to making monetary gifts to charitable organizations. Having open conversations about philanthropy and charitable giving with your family is a way to encourage all members to participate in a common family gifting goal.
Planning was particularly challenging this year due to the uncertainty surrounding pending legislation that could, among other things, increase top rates on both ordinary income and capital gains starting next year. On December 16th, it was announced that the Build Back Better bill would be debated further in January but there would be no changes in tax law in 2021.
What is a Donor-Advised Fund? Donor-advised funds are charitable investment accounts that can be opened at many of the major brokerage firms, such as Charles Schwab and Fidelity, or at a local community foundation. Two of the biggest advantages of donor-advised funds is the flexibility they offer to donors and their tax advantages. Individuals with
Your home is more susceptible to damage or destruction during home renovations or construction. Unstable conditions, incomplete structures, dangerous machinery, and unsecured property may lead to accidents, injury, theft, or fire. It is important to work with your insurance agent before and during your home renovation and construction process to ensure you are adequately protected.
The Heckerling Institute on Estate Planning has long been recognized as the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities to estate planning professionals. In May 2021, Alyssa virtually attended the 55th Institute. Alyssa enjoyed learning about proposed and existing legislation as it relates to estate planning from some
Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has
Old-School Scams Still Work, Even On Younger Generations
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There’s so much buzz about AI taking over the scam universe, it’s easy to forget that "old school" scams are effective, especially when retirees are targeted.
5 Entrepreneurial Mindsets That Drive Success
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Here are the mindsets shared by the most successful entrepreneurs.
The New, More-Hopeful Face of Alzheimer’s Disease
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Advances in early detection and management of the disease have changed the way patients view an Alzheimer’s diagnosis—and how they live with it.
How to Hit a Golf Ball Farther, According to Research
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These are the physical attributes that can make a big difference—and those that won’t.
What Middle-Aged People Can Do Now to Help Prevent Dementia Later
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Intervening earlier to improve brain health might help you stay sharper as you age.