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.
Learn from our Director, Development, Leslie Klein, CFP®, about the benefits of opening a family foundation through a community foundation.
Learn from our Director, Development, Leslie Klein, CFP®, how to take control of your hard-earned tax dollars and improve the region.