Financial Solutions

Financial Solutions

Financial Solutions

Financial Solutions

<p>A GUIDE TO WISER GIVING</p>

A GUIDE TO WISER GIVING

Whether your goal is to give to charity, bequeath your estate to heirs, or both, doing so without a well-considered plan can significantly limit the reach and impact of your efforts.

THE BENEFITS OF CHARITABLE REMAINDER TRUSTS

September 13, 2018

A charitable remainder trust can be a tax-savvy means of charitable gifting that also provides investment diversification and a long-term income stream.

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INVEST IN THE FUTURE WITH CHARITABLE LEAD TRUSTS

March 21, 2019

A charitable lead trust can be a tax-savvy means of charitable gifting that also serves to pass wealth to future generations.

THREE CHARITABLE INVESTMENT STRATEGIES

November 25, 2020

These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.

AN INTRODUCTION TO DONOR ADVISED FUNDS

December 08, 2020

A donor-advised fund can be an efficient, simple, and flexible way to give to charity while enjoying the tax benefits and avoiding the cost and administrative burden often associated with private foundations.