Time to Review Your Portfolio and Plan Year-End Charitable Gifts
Posted December 2019

Now is the time to evaluate your stock holdings and create your year-end action plan. Here are four steps to consider.

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Charitable Provisions in Your Will? Giving During Lifetime May Yield Greater Tax Savings
Posted November 2019

If you are planning a charitable bequest, you may want to consider accelerating your plans in order to realize substantial income-tax savings.

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You Can Get Tax Benefits from Charitable Gifts Whether or Not You Itemize Deductions
Posted October 2019

Your gift to us can save taxes in three different ways—even if you plan to take the standard deduction.

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You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal Objectives
Posted September 2019

Your estate-planning team may include half a dozen professionals—including us!

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