As promised, we are continuing with our follow-up to Dr. Russell James‘ webinar “Wills That...
As promised in my previous post, I plan to slowly release different data points from...
To be honest, I get scared when any president announces a new fangled retirement planning...
Answer: basically nothing. Last week, I attended our local planned giving group’s annual 2 hour...
Here is a list of Charitable Provisions on the “Tax Extender-Go-Round“: Tax-Free Distributions From Individual...
This is a bill not only to reinstate the IRA Rollover, which should happen sooner...
As readers of this blog know all too well, I have written many times on...
Thank you to the 30 or so people who took our informal poll on the...
New Planned Giving Insights