Transfer of Wealth: Following the Money

“The greatest wealth transfer in modern history has begun,” according to a mid-2021 report in the Wall Street Journal. And with tax reform’s big bite into estate values off the table, at least for now, many of your older clients may be thinking seriously about their legacies. And these […]

Timely Suggestion for Your IRA Distribution

By now, you probably know that once you hit the age of 70 1/2, you must take a required minimum distribution from your Individual Retirement Account (IRA).  For those who don’t need additional income, the Lifetime IRA Charitable Rollover is a great way to avoid […]

Why I Love My Donor Advised Fund

As trustees of the foundation, once we have satisfied our fiduciary and governance responsibilities, then the fun begins! Not only are we enlightened by the grantmaking work the foundation oversees and help shape areas of strategic focus such as neighborhoods or education, but we get […]