Blog
August 2018
Accelerating Testamentary Gift Can Yield Major Savings
Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ...
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A Charitable Gift Plan for Investors That Accomplishes Four Objectives
Posted July 2018
Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives
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8 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will and Estate Plan
Posted June 2018
A change in your family means it is time to review your will and estate plan.
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The Season of Life, the Gift of Life Insurance
Posted May 2018
Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.
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It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
Posted April 2018
If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.
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