Learn about donor-advised funds and why charitably-minded San Diegans turn to community foundations to manage these investment vehicles.
Diane L. Gilabert, CPA shares how "bunching" your charitable donations under the new tax law could maximize future tax deductions and reduce the tax you pay.
W. Gary Stemple CFP®, CLU®, CRPC® shares three estate planning strategies that will ensure more of your assets will get to your heirs rather than be used to pay estate taxes.
Ashley Copp, CFA shares why Donor Advised Funds can add efficiency to your estate plan and be an excellent tool to begin a conversation with heirs regarding your legacy, values, and the roles assigned in your estate plan.
Lynda Sands, JD, MBA shares how Donor Advised Funds could meet the needs and philanthropic desires for clients without the burdens and costs of creating a private foundation.
Paul J. Hynes, CFP® shares why creating a Power of Attorney (POA) is essential and how problems can arise if your POA is MIA.
R. J. Kelly, ChFC®, CLU®, IAR, RICP®, MSFS explains why most wealth transfers are doomed to fail, and how communication and a "Letter of Intent" are the keys to preparing your heirs for success.
W. Gary Stemple CFP®, CLU®, CRPC® explains how a charitable remainder trust (CRT) allows an owner to sell property and to reinvest the proceeds without having to pay any immediate tax on the gain.
Giving a gift or lending money to a family member can have very important tax and estate planning implications. Rick Brooks, CFA®, CFP® shares six points to consider when (financially) supporting family members.
Read six articles from September that share giving trends, charitable gift planning strategies and smarter living tips for donors and professional advisors.