What Are the Benefits of a Donor Advised Fund?

Benjamin Long Charity, Donor Advised Funds

“Funded with cash or other assets, donor-advised funds give charitably minded investors control of when and where their funds are distributed.” Many Americans are feeling …

Estate Planning Meets Tax Planning

Benjamin Long Charity, Estate Planning Attorney, Retirement Plan

“By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the …

Preparing Children for Inheritances in the Future

Benjamin Long Charity, Guardians, Inheritance, Wealth Management

“By discussing finances with your children early and often, you can set them—and future generations—up for success, when it’s time to receive the wealth you’ve …

Don’t Shrink Your Estate With Last Minute Tax Planning

Benjamin Long Charity, Estate Planning Attorney, Gift Tax, Taxes

“Estate planning strategies such as family limited partnerships and gifts to charitable trusts are part of an estate planning professional’s toolbox to achieve client goals, …