Professional Advisor Insights

You’re an expert with valuable insight about charitable planning. We’ve created a forum for you to share your wealth of knowledge with peers and donors. Become a guest blogger for Professional Advisor Insights to highlight your expertise, or read below to access useful information from your peers about tax effective philanthropic strategies.

Professional Advisor Insights

3 Strategies to Ease Your Estate Tax Burden

W. Gary Stemple CFP®, CLU®, CRPC® shares three estate planning strategies that will ensure...

Read More
Professional Advisor Insights

Incorporating Your Financial Plan Into Your Estate Plan

Ashley Copp, CFA shares why Donor Advised Funds can add efficiency to your estate...

Read More
Professional Advisor Insights

So Your Clients Want a Private Foundation

Lynda Sands, JD, MBA shares how Donor Advised Funds could meet the needs and...

Read More

Become a Contributor to Professional Advisor Insights

  • Or call us at (619) 235-2300 to speak to a team member right away.

  • This field is for validation purposes and should be left unchanged.