Why Annuities May Not Be Great for Legacy Planning
If you’ve maxed out your retirement savings vehicles, such as 401ks and IRAs, and still have discretionary income to...
My Charitable Giving Journey
How I came to devote my life to building a legacy of charitable giving and helping others build theirs. In this...
YEAR-END TAX PLANNING
Today's blog post comes to us courtesy of Sean Mullaney over at The FI Tax Guy It’s time to think about year-end tax...
Why Annuities May Not Be Great for Legacy Planning
If you’ve maxed out your retirement savings vehicles, such as 401ks and IRAs, and still have discretionary income to...
Minimizing Exposure to the Estate Tax
The estate tax diminishes the amount you could put towards your legacy planning goals. Thankfully, strategies exist to...
Complements and Alternatives to Charitable Remainder Trusts
If you like the idea of a Charitable Remainder Trust (CRT) but have some reservations, an ILIT, CGA, or pooled income...
Employer Charitable Matching Programs Can Supersize Your Giving
Employer charitable matching programs can maximize the power of every dollar you donate – but these programs often go...
A Donor Advised Fund Makes the Most of Your Charitable Giving
charitableThe flexibility and tax advantages of a donor advised fund make them a great option for those interested in...
Maximizing Retirement Contributions for Legacy Giving
Maximizing retirement contributions is a great way to increase your lifetime legacy giving – here’s how to do it....
Can “Charitable Bunching” Lower Your Taxes?
Charitable bunching, AKA charitable clumping, may provide a more tax-efficient way for charitable-minded folks to...
The Charitable Planning Mindset
With a charitable planning mindset that takes the long view of your charitable giving, you can increase your lifetime...
Private Foundations for Beginners
Private foundations provide flexibility for charitable legacy planning, which may make them an appealing option for...