2nd Opinion Service
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
A Donor Advised Fund is an investment account that is specifically designed for charitable giving. It is efficient, simple, and provides flexibility and options. While not the only way to give to charity, it can be among the best ways to ensure that the charity receives the money the donor wants it to have without risk of an estate plan being misinterpreted or not created in time or correctly. Read More
There are many ways to contribute to charity. While time and talents are popular, as are donations of specific items, giving money is still the most common way that people provide options for charities to use. If you want to give money without tax concerns, or you want to leave money to charity as part of your estate or retirement plan, you have some excellent options. One of those choices is to contribute directly to a charity through your IRA, which can allow you to avoid paying taxes on that money. That helps your financial situation and also provides more money for the charity to appreciate.Read More
When you have appreciated stock or stock mutual funds and you want to gift them to charity, you can easily do so. But you also have to consider whether that is the best choice and whether you will get the kinds of tax breaks you are hoping for. In some cases you may find that the expected tax deduction is not what you can actually take, and that there may be better ways to gift money that allow for larger deductions or a better financial picture. Here are three things to consider before you gift mutual funds to charity.Read More