You’re an expert with valuable insight about money management. 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.
Incorporating Your Financial Plan Into Your Estate Plan
Ashley Copp, CFA shares why Donor Advised Funds can add efficiency to your estate...
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So Your Clients Want a Private Foundation
Lynda Sands, JD, MBA shares how Donor Advised Funds could meet the needs and...
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Be Smart and Prepared When Life Happens Via a Power of Attorney
Paul J. Hynes, CFP® shares why creating a Power of Attorney (POA) is essential...
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