Archive | March, 2017

Financial Capability in the United States: How Do You Stack Up?

Managing one’s personal finances is a complex task that requires focus, judgment, and discipline. There are budgets to maintain, various types of debt to manage, long-term goals to plan for, savings and investments to select and oversee. And in today’s uncertain economic environment, keeping all of these components on an even keel takes more than […]

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Choosing a Cause With Care

Prospective donors can find a suitable charity just about anywhere they look. However by doing some homework, you can better distinguish among the many giving opportunities available to you.   What Makes a Charity a Charity?   Generally, a charity is a tax-exempt organization that can receive tax-deductible contributions. To be recognized as a charity, […]

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Using Trusts to Maximize Charitable Giving While Minimizing Estate Taxes

If you’re eager to pass along accumulated wealth to heirs in the most tax-efficient manner possible while also retaining the ability to support a charity either right away or at some point in the future, then a split-interest trust may be just the tool you need. Split-interest trusts are so named because their financial interest […]

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