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Like some of your clients with their own personal investments, community foundations around the nation are looking for ways to maximize their resources to help the communities they serve beyond traditional investments. The Community Foundation began exploring opportunities in early 2019 for different investment strategies...

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For tax planning purposes, changes in residency status for snowbirds or those with dual residences can lead to additional scrutiny to determine a taxpayer’s “domicile” (permanent and principal home), but it needn’t mean severing all ties with the place they called home for much of...

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Whether your clients are interested in making an immediate impact or planning to leave lasting gifts to charity and/or heirs, there are several strategies that make the IRA an ideal charitable giving vehicle.

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In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide a glimpse into the minds of your charitable clients, we’re sharing four key takeaways from his research.

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If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also impacted the way we plan. However, advisors met the moment in kind by offering innovative ways to meet, discuss and implement plans.

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Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and tax advantages.

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We asked our former board member and founder of the Scolaro Law Firm, Rob Scolaro, about how the COVID-19 pandemic is affecting his work as an estate-planning attorney and for his thoughts on creating and updating wills and estate plans.

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Anthony A. Marrone II discusses the charitable remainder trust as a useful and impactful alternative to the Stretch IRA.

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Lee M. Gatta, CLU®, ChFC®, AEP® is a board member of the Community Foundation and financial advisor who offers financial planning, insurance, and investment advisory services.

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He focuses his practice in the areas of New York elder law, Medicaid, trust and estates, guardianships, and special needs planning.