My Charitable Giving Journey

My Charitable Giving Journey

How I came to devote my life to building a legacy of charitable giving and helping others build theirs.   In this post, I thought I would take a moment to tell you a bit about myself – specifically, about my charitable giving journey. I wanted to share this...
2021 YEAR-END TAX PLANNING

2021 YEAR-END TAX PLANNING

Today’s blog post comes to us courtesy of Sean Mullaney over at The FI Tax Guy It’s time to think about year-end tax planning. Year-end is a great time to get tax planning ducks in a row and take advantage of opportunities. Remember, the below is for educational...
Minimizing Exposure to the Estate Tax

Minimizing Exposure to the Estate Tax

The estate tax diminishes the amount you could put towards your legacy planning goals. Thankfully, strategies exist to minimize your exposure.   Every dollar of wealth surplus not paid to the IRS is one more dollar that can be used for legacy giving. Keeping that...