Charitable Gifting Strategy: Avoid Cash Donations

Many individuals and families find quantitative and qualitative benefits to contributing to non-profit organizations. Although the tax benefits have changed for some taxpayers due to the new tax reform that goes into effect in 2018, charitable contributions will continue to be an area that having appropriate planning will make a significant difference in the efficiency.. read more →

Estate Planning Basics Part III: Gifting

I often meet with clients who believe they are able to just “give away” something to a friend or family member without any consequence. Today I will not only make an effort to bring some clarity to that thought, but suggest how you can use gifting to your advantage when planning your estate. Unfortunately, in.. read more →