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You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity
Posted August 2017

Is it truly necessary for us to have wills? My spouse and I own our home, cars, and bank and investment accounts in joint tenancy with right of survivorship, and we have ...

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A Charitable Solution for Low Return on Your Investments
Posted July 2017

Investors find themselves engulfed in an economic climate that features historically low interest rates on fixed income investments.

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IRA Rollover Can Reduce Tax on Social Security Benefits
Posted June 2017

Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits ...

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Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
Posted May 2017

One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts.

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