Monthly Archives: November 2017

Year-End Giving Strategies

Anyone who’s ever given to charity knows about year-end giving and the pressure that comes along with it.  You want to get the right deduction by December 31st.  Right now you may be waiting for recommendations from your financial advisor and accountant about what needs to be done to offset potential taxes. Giving cash is quick and [...]

2019-03-15T13:47:52+00:00November 10th, 2017|Tags: , , |

Legacy is More Than Passing Wealth between Generations

Wealthy families lose their money every day. Statistics show that 70% of the family fortunes created in America are gone in two generations and 90% within three. One of the factors contributing to this dismal record is a misunderstanding of what comprises a legacy. Legacy is more than the sum total of the material assets one [...]

2019-03-15T13:50:17+00:00November 2nd, 2017|Tags: , , , |
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