Philanthropic Services

August is National Make-A-Will Month — an important reminder to establish or update your will and estate plan. A will is a fundamental part of end-of-life planning, ensuring your assets are distributed according to your wishes and your loved ones are protected, avoiding the delays and expenses of probate. Taking the time to establish a

Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to approximately $7 million in 2026 (this includes adjustments for inflation). This change would affect many high net-worth individuals and families, likely exposing

Spring is a perfect time for professional advisors to review a few basic tax principles related to charitable giving, in both completing 2023 returns as well as planning for 2024. Here are three questions that are top of mind for many, along with answers that to help you serve your clients: How important is the

Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health. Survey results varied across generations: Financial concerns psychologically impact 48 percent of Millennials, 46 percent of Generation X,