Interesting Articles
August 2017
You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity
Is it truly necessary for us to have wills? My spouse and I own our home, cars, and bank and investment accounts in joint tenancy with right of survivorship, and we have ...
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IRA Rollover Can Reduce Tax on Social Security Benefits
Posted June 2017
Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits ...
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How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
Posted April 2017
One of the most attractive benefits derived from charitable planning is the charitable deduction, which reduces the out-of-pocket cost of your generosity.
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A Charitable Solution to an Unwelcome Surprise
Posted March 2017
You come home in early evening, open the front door, and you are met by fifty people singing “Happy Birthday” as lights flash from their cameras. This is a pleasant surprise...
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Double Duty: A Gift to Charity and to Family
Posted February 2017
If you are like most people, deciding what to do with your assets is one of the most important decisions you face.
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