fireworks in the sky new year

New Year's Resolutions: Why Estate Planning is a Great Goal

Before the new year is rung in with champagne flutes and fireworks, take these last few days of December to reflect. What do you like about your life? What do you want to change? In years past maybe you set out with the best of intentions to…
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New Year's Resolutions: Tips for Setting Charitable Goals

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With ringing in the new year comes the inevitable resolutions to be happier, healthier, more productive...all good intentions. But, what if this year you make a different kind of resolution—an actionable goal that could make a difference in…

6 Estate Planning Resolutions You Can Actually Keep

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Estate planning is one of those pesky things you know you absolutely should do, but it tends to get pushed to the bottom of your continuous to-do list. Even the best plans to make this the year of finally getting your estate plan in order, life…

25 Days of Giving: Charitable Remainder Trusts

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We're now well into the 25 Days of Giving Series and it's my intent to provide different aspects and strategies of charitable giving. Given that it's the season of joy, sharing, and love it's a great time to be thinking about smart giving (the…
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25 Days of Giving: Substantiation Requirements of Charitable Gifts made by Payroll Deduction

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Thanks for reading the 25 Days of Giving series! Share with friends, family, & colleagues to inspire others to also make meaningful year end gifts this season...and plan ahead for 2020 charitable goals. Under the current tax code, you…
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25 Days of Giving: Quick Rule-of-Thumb on Charitable Deduction Limits

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If you choose to itemize your taxes, charitable contributions can reduce your tax bill. Generally you would choose to itemize when the combined total of your anticipated deductions (like charitable gifts) add up to more than the standard…