Donor Advised Fund is a Win-Win for All Concerned
Funded with cash or other assets, donor-advised funds give charitably minded investors control of when and where their funds are distributed.
March 3, 2021
There are Pros and Cons to Charitable Trusts
While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will have a larger and longer-lasting impact not only on charities, but on their own lives or that of their families.
January 21, 2021
Creating a Successful Business Exit Plan
Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in 1969. This year, he’s stepped away, selling the resort to Broadreach Capital Partners and Cedar Capital Partners. While we don’t know how much the resort was sold for, the structure of the sale shows how this iconic real estate investor has built a successful exit strategy.
January 14, 2021
Keeping Your Medicare Premiums Low
This fall, older savers who are feeling generous may want to consider using their individual retirement account to help fund their favorite charities.
November 18, 2020
How Do I Protect an Inheritance from Taxes?
Did you receive an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
July 29, 2020
Adding Charitable Giving Into An Estate Plan
Charitable giving comes in many forms. Some people donate annually to their favorite charities, while others may volunteer their time or professional services.
July 9, 2020
Giving lets you practice your core values
How do you plan to pass the gift of your good financial fortune on? Defining your goals and creating a giving strategy is key to beginning the process.
June 5, 2020
Improve your Estate Plan with Charitable Giving
Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time.
March 31, 2020