Blog
Vacation Homes & Uninterested Heirs
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
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
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
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
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....
An Offer to Donors
C.S. Lewis once wrote, “For many of us, the great obstacle to charity lies not in our luxurious living or desire for more money, but in our fear - fear of insecurity.” Point being, there is a perceived competition for a limited amount of financial resources. If I, as...
An Idea To Improve Your Retirement Years
Folks at or near retirement often are at a reflective stage in their life. By this time, personal finances are typically well defined and what to do with their remaining years starts to enter their thinking. Many, now having time, talent, and treasure look to move...
When Will You Develop Your Legacy
There is a lot of interest these days in financial planning circles about Legacy. This may be the result of the county’s aging demographic and the fact that the greatest wealth transfer in history will soon be taking place as the current generation passes on. Clients...
Day 1 Benefit Dinner Honoring the Legacy of Joan and Bill Law
It was a privilege to speak at the Day 1 Benefit Dinner honoring the Legacy of Joan and Bill Law. They were a pleasure to know and to work with. Gracious, generous, low key and effective, they epitomized success while serving others. Supportive of their family,...
Our Quest For Significance
Each of us, through our contributions as volunteers and benefactors, holds the power to change the course of society for the better. We can leave our mark on this world with the time and resources that we dedicate to others. That is what becomes our legacy. The...