-
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.
See details »
-
Charitable giving is a vital strategy for your clients, even in times of economic uncertainty.
See details »
-
When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure.
See details »
-
We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know about to serve your charitable clients?
See details »
-
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values and community priorities.
See details »