Wake up call: OBBA changes and client conversations
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the
Rare but useful: Planning with charitable lead trusts
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. They
Calling it splits: What happens to charitable assets in a divorce?
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish donor advised funds and other
Advisor Voices: Tracy Troyer, J.D.
Advisor Voices: Tracy Troyer, J.D. Troyer & Good, PC — Estate Planning, Probate & Elder Law Why do you think it’s important to bring
Case Study: Charitable Giving in a Down Market
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines
Transferring a Private Foundation? Remind Clients to Communicate
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure