Tag: Trusts

  • Wealth Management: Optimized for Long-Term

    Keeping your assets with multiple organizations can make it difficult for your heirs to manage your estate, and varying administrative requirements, fees, and deadlines can lead to errors and stress for your loved ones.

  • Making the Most of Charitable Donations

    Incorporating philanthropy into your long-term financial planning is not just a noble endeavor; it also presents an opportunity for tax optimization. By crafting and annually revisiting a structured giving plan, you can achieve your philanthropic objectives more effectively while maximizing tax benefits. Here are five strategies I consistently recommend to my clients for more [...]