What Are the Benefits of a Donor Advised Fund?

Benjamin Long Charity, Donor Advised Funds

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 …

Estate Planning Meets Tax Planning

Benjamin Long Charity, Estate Planning Attorney, Retirement Plan

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 …

Preparing Children for Inheritances in the Future

Benjamin Long Charity, Guardians, Inheritance, Wealth Management

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 …

Don’t Shrink Your Estate With Last Minute Tax Planning

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

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 …