Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

Charitable Remainder Trusts: Planning for Now and Leaving a Legacy

No question – planning for a time when you’re no longer around is hard. If you’re like most people, the most important thing is being ...

Charitable Remainder Trusts: Planning for Now and Leaving a Legacy

No question – planning for a time when you’re no longer around is hard. If you’re like most people, the most important thing is being ...

A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions

If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts ...

A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions

If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts ...

Donor-Advised Funds: Tax Benefits, Growth and Control

Donor-advised funds have been around for decades, but they’ve only become popular vehicles for charitable giving over the last several years. They offer immediate tax ...

Donor-Advised Funds: Tax Benefits, Growth and Control

Donor-advised funds have been around for decades, but they’ve only become popular vehicles for charitable giving over the last several years. They offer immediate tax ...