Charitable Giving – Looking Beyond Cash
Americans have a deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need. If you’re involved in regular charitable giving, you know how [...]
Ten Questions to Help Families Navigate the Great Wealth Transfer
Read Phil Tobin's latest article published in Wealth & Management: Americans are currently experiencing the greatest transfer of wealth in history, and many may be unprepared to successfully navigate it. The statistics paint a picture: [...]
Will New Tax Laws Impact Your Charitable Giving?
No doubt, the Tax Cut and Jobs Act (TCJA) of 2017 will change your tax planning in one way or another. Despite any alterations to your planning process, there’s one thing that won’t change: [...]
Qualified Charitable Distributions (QCD) for Advisors
While many of your clients will benefit from reduced tax rates and expanded tax brackets under the new tax laws, it’s likely that many will elect not to itemize this year. Rather, they will [...]
Qualified Charitable Distributions (QCDs) – for Donors
While most taxpayers will benefit from reduced tax rates and expanded tax brackets under the new tax laws, many will elect not to itemize this year. Rather, they will opt to claim the higher [...]
Private Foundations and Donor Advised Funds – The Best of Both Worlds
This article explores two strategies for family philanthropy, the Private Foundation (PF) and the Donor Advised Fund (DAF) and how these effective and meaningful tools for family philanthropy can help your clients increase the [...]
Why Some Wealth Transfers Succeed – and Others Fail
Sound asset stewardship and family unity each play a tremendous role in successful generational wealth transfer. Here’s why philanthropic giving can contribute to both of those goals. This article is the third in [...]
This Simple Strategy Can Help Make Your Legacy an Enduring One
What will happen to your established wealth in generations to come? By working together with family and trusted financial advisors, you can boil the future of your wealth down to a single page. By [...]