Smart Money
Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists in the new SECURE 2.0.
William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power of Attorney affects charitable giving.
Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next quarter century. For advisors, this transition continues to signal major planning opportunities as more baby boomers turn their attention to retirement and estate planning. But how will this impact us...
In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from his presentation.
Our SRI investment pool seeks to support, promote and advance the values and impact areas embodied in our mission and vision.
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...
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.
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.
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.
Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and tax advantages.