Comparing Two Scenarios: Why the Step-up in Basis Matters
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, … Read More
News & Stories
Philanthropy: It’s a Marathon, Not a Sprint
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even … Read More
Uncertain times: FAQs about Charitable Giving
Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how … Read More
Charitable Remainder Trusts: What, Where, Who, Why, When, and How?
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped … Read More
Crisis Giving: Proceed with Caution, but Do Proceed!
It’s a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford social … Read More