Refresher Course: Charitable Gift Annuities
Several advisors have shared with us recently that they’re fielding more questions about charitable gift annuities (CGAs). It’s quite possible that CGAs are landing on
Weighing the Options: Private Foundation or Donor-Advised Fund?
When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure.
Trust Matters: Your Clients’ Go-to Resource for Community Impact
As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking
Preserving the Past, Inspiring the Future: Supporting Historic Fort Wayne
On a crisp autumn morning, the wooden gates of Historic Fort Wayne creak open, revealing a world frozen in time. The rhythmic clang of a
Caught by Surprise? In Case You Missed it, Here’s What’s Going On
Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Many attorneys, CPAs, and financial advisors regularly ask us to provide
Generational Shifts: Fulfilling Clients’ Charitable Wishes
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans