Understanding Donor-Advised Funds (DAFs)The Flexibility and Control of DAFs”Funded with cash or other assets, donor-advised funds give charitably minded investors control of when and where …
Maximizing Your Legacy with Tax-Smart Estate PlanningUnderstanding Tax Implications for Different Assets“By being very selective about who receives which type of money—whether Traditional or Roth …
Laying the Foundation for Inheritance Success “By discussing finances with your children early and often, you can set them—and future generations—up for success, when it’s …
Estate Planning Strategies for Minimizing Taxes and Transferring Wealth “Estate planning strategies such as family limited partnerships and gifts to charitable trusts are part of …
