Key Takeaways: Most retirees miss out on major tax benefits because their charitable gifts don’t exceed the standard deduction. Using tools like donor-advised funds, appreciated asset donations, and QCDs can dramatically increase the tax value…
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Why It’s Important to Review and Update Your Beneficiaries
When was the last time you checked your beneficiary designations? If you’re like most people, it’s probably been some time. Estate planning is easy to put off and thinking about what will happen when you…
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Top Financial Advisor Podcasts
In recent years, the surge in podcast popularity has transformed the way we consume information and learn new skills, making it easier than ever to stay informed and educated while tending to a busy schedule….
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Comparing Tax Proposals from the 2024 Election: How Harris and Trump’s Platforms Might Impact You
As the 2024 election approaches, tax policy is once again at the forefront of debate, with the potential to affect millions of Americans. We are currently in an era of historically low tax brackets due…
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Estate Planning Documents
One of the most frequent conversations we as advisors have with clients is around the importance of getting estate documents in order. A common response is something along the lines of “Yes, I know I…
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