Foundation

While most middle-aged or older adults know about the role of wills and trusts in estate planning, they may not have really considered the importance of other beneficiary designations, which …

Giving and Receiving Income for Life Recently, we shared information about the advantages of arranging a qualified charitable distribution from an individual retirement account (called an IRA QCD). This is …

Qualified charitable distributions (QCDs) from individual retirement accounts, have been in the news a lot recently as a very smart and efficient way to make charitable gifts. But are IRA …

Happy New Year! As we begin 2026, you may be considering making a list of New Year’s resolutions. Many of us include things like eating healthier, exercising more often, or …

December Gifting Tips Here are a few ideas to help you make the most of your charitable gifts before the new calendar year begins after midnight on Dec. 31. A …

Tax laws passed earlier this year prevented tax increases for most taxpayers and extended, expanded and modified incentives to encourage charitable gifts. For 2025, those who enjoy supporting charities have …

The holiday season is upon us, and this is a traditional time for multiple celebrations with family, friends and others that we care about, including favorite causes and charities like …

Did you know that many people consider October the perfect time to review and evaluate their overall estate and financial plans? This tradition likely dates back to the early days …

A last will and testament can provide you with peace of mind, knowing that you are providing written, legal guidance as to your wishes for settling your affairs. It can …

10) Lawyers are too expensive. 9) I don’t know an attorney. 8) My estate is not very large. 7) I own everything jointly with my spouse. 6) I don’t have …