news for professional advisorsFarms, Tax Planning, and Funding a Family LegacyGiven that there are more than 2 million farms in the United States, most advisors have at least one client who owns farm property. Although the number of farms has been dropping slowly but steadily since 2000, still, millions of dollars of wealth are tied […]
news for professional advisorsNational Make a Will MonthAugust 31 was the last day of National Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you whether their affairs are in good order. Of course, making sure a client has established an estate plan and executed corresponding legal documents […]
Donating Non-Cash Assets Donating non-cash assets may provide multiple benefits to you while also supporting the causes you care about most in a significant way. Cash makes up only 7% of total wealth in the United States — but 85% of charitable gifts people make are in cash. Over 93% of wealth is held in […]
Apply for a $10,000 grant through the foundation’s Youth in Philanthropy (YIP) program. The deadline to apply is 5:00 PM on July 28.
news for professional advisorsHelping Younger Clients Plan Their Charitable GivingDeveloping a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population in the United States, may prove to be more enthusiastic planners than their parents and grandparents, according to the 2022 Estate […]
news for professional advisorsPlanning for Retirement and Giving to CharityRetirement planning no doubt is an important discussion topic during client meetings every year. In recent months, though, you may have observed an uptick in clients’ questions about their plans for retirement, perhaps related to: Required minimum distributions (“RMDs”) from qualified retirement plans, including questions prompted […]
