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What a Great Time to Start a Charitable Legacy - For You Too?

  Do you ever get the feeling you could do more for others? I do and have many times. As a long-term focused planner, I probably think more about my personal legacy than many people. The result, a few years ago I took a big…
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BIG Tax Benefits of Donor Advised Funds

Time to share my latest personal and client tax-saving and "do-gooder" planning strategy. Why this strategy has been around for years, I'm just now focusing on it for my family and my clients. It's called funding a charitable Donor Advised…