Back to basics: Reminding clients about wills, trusts, and charitable bequests August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order. Of course, making sure a client has...
Bunching, long-term appreciated assets, and the fruits of helping younger clients plan their charitable giving Developing 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...
Planning for retirement and giving to charity: Intertwined solutions in economically puzzling times Retirement 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...
QCDs: Good news and important reminders Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate. Through a QCD, starting...