Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost … Read More
Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want … Read More
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate … Read More
We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is … Read More
It’s an election year, which means you may have more questions than answers as you work with your advisors to build out your financial and estate plans. … Read More