Vacation Homes & Uninterested Heirs

Vacation Homes & Uninterested Heirs

Feb 10, 2019 | Uncategorized

With the end-of-year holidays just past, many can look back on time with family filled with fond memories. Some of those memories may have been generated at family vacation homes that have been enjoyed by several generations of the same family getting together for...
My Christmas Message to You

My Christmas Message to You

Dec 18, 2018 | Uncategorized

The Christmas holiday season is a wonderful time of year for me. Great memories, beautiful music, plays, concerts and light shows, as well good times shared with friends and family, good tidings, all contribute to this special of season . I realize , though, that it...
The Recent Tax Law Changes and You

The Recent Tax Law Changes and You

Nov 19, 2018 | Taxes

Throughout my 40 year career in wealth management, it has been totally appropriate to use the phrase “the recent tax law changes” as a way to start a conversation to motive a donor to consider taking action.  I have used this phrase as a way to differentiate an...
Charity and Taxes

Charity and Taxes

Oct 16, 2018 | Taxes

According to the latest report from the Association of Fundraising Professionals, charitable giving has taken a hit in 2018: Among 13,000 organizations analyzed, they’ve found a 2 percent drop in money donated and a 6.6 percent drop in donors over last year. The...
New Tax Act Planning

New Tax Act Planning

Sep 7, 2018 | Taxes

The recent tax law change enacted last year will affect every 2018 taxpayer. Those who contribute to charitable causes may be surprised to learn that they will be among those most affected. This is because many deductions may be limited under the new law....