Nouvelles des conseillers
New York’s estate tax “cliff” creates a narrow but critical planning window: In 2026, estates near the state’s $7.35 million exclusion amount can face disproportionate tax consequences, making careful drafting and tools like charitable bequests and “Santa Clause” provisions essential to preserve more for heirs...
Three clients, one common theme: In 2025, giving early, donating appreciated stock and using Qualified Charitable Distributions can help people save on taxes and support the charities they care about through the creation of a donor-advised or designated fund.
Le One Big Beautiful Bill Act fait de la synchronisation un élément essentiel de la planification caritative : 2025 offre une fenêtre pour regrouper les dons et maximiser les déductions avant que les limites de 2026 ne changent les calculs. Voici ce que les conseillers...
In anticipation of Susan’s upcoming appearance in October, we’re sharing some of her insights and lessons learned from helping a high net worth family build a lasting philanthropic legacy.
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. As compelling as year-end giving may be, perhaps even more compelling are the...
Here’s a roundup of events and activities that we’ve led over the past year to deepen our engagement and collaboration with local advisors.
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and IRAs, now is an important time for a brief refresher course on the benefits of deploying these accounts toward achieving clients’ philanthropic goals. Learn how you can help your clients...
Justin Miller, directeur national de la planification du patrimoine chez Evercore Wealth Management, nous parle de l'importance de la philanthropie familiale et de la préparation des générations futures à la réussite.
Alors que l'année bat son plein, c'est le bon moment pour les conseillers de revoir quelques principes fiscaux de base relatifs aux dons caritatifs. Voici trois questions qui préoccupent de nombreux conseillers, ainsi que des réponses qui peuvent vous aider à servir vos clients.
Julia Trivisonno, Senior Vice President et Key Private Bank Market Leader, explique comment l'application de la psychologie financière est essentielle à l'état d'esprit d'une personne vis-à-vis de l'argent et aux comportements qui en découlent, en particulier en ce qui concerne les dons de charité.