In our roundup for professional advisors, we explore living trusts, IRS tax filing deadlines, unitrusts and IRA charitable solutions.
In our roundup for professional advisors, we explore living trusts, tips to protect your identity during the holidays, qualified charitable distributions and more.
Learn how donor-advised funds can help generous San Diegans maximize the impact of their charitable giving before 2018 ends.
Our “Philanthropy Roundup” posts highlight stories at the local and national level that keep readers up-to-date in the world of philanthropy.
Learn why it's important to have a plan for transferring assets out of your ownership after your death regardless of the size of your estate.
As the U.S. is on the verge of its largest generational transfer of wealth in history and aging boomers consider what to include in their estate plans, it’s important they keep in mind a succession plan for charitable assets like donor-advised funds.
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.
In our roundup for professional advisors, we explore the “Integrity and Initiative” inheritance plan, tax fraudsters, gifting an automobile to a charity and “blended gifts” for donors.
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.
Explore some of the most popular avenues for year-end charitable giving.