Making a will is not fun. We know. It’s right up there with taxes on the list of things we’d rather not think about or deal with until we absolutely have to, right? But nothing in life is certain except death and taxes. We’ve all heard the saying. Why not sleep a little better at […]
November is when we all start thinking about charitable giving, especially if we haven’t done a lot of giving throughout the year. It’s the time of year when we all think about how to give back – how to help others in our community, our state, our world. At this time of year, we usually […]
Last year we told you all about #GivingTuesday and why we think it is a great day to give to charity. But did you know that giving to charity on #GivingTuesday doesn’t have to be all about money? Sure, cash is a sure-fire way to help a nonprofit, but you can also give your time, […]
Financial gifts are gifts of money to family, friends, or charity. With the giving season approaching, let’s debunk a few common myths about gifting money. Most taxpayers don’t ever need to worry about gift taxes because most financial gifts (including money) are not subject to a gift tax. However, sometimes questions do pop up about […]
Through the appropriate use of wills, trusts, and gifts, you and your family can avoid tax while making charitable gifts to the organizations and causes closest to your hearts. In this brief 2-page read, you’ll learn about charitable giving in life and death. Many thanks to our friend Michael Gluski of Ameriprise for making this […]
As you probably already heard, today is #GivingTuesday. We join the millions of folks around the world giving to their favorite causes and nonprofits – because we believe in doing good and doing well. But did you know that by doing good by giving to charity, you can also save money on your taxes? Most […]
So, we have Thanksgiving for eating and giving thanks. Black Friday and Cyber Monday for buying and spending. Now there is #GivingTuesday for giving back and doing good. After days of gluttony and holiday shopping, #GivingTuesday is a time to reflect on what’s important in your life and community and donate to causes you support. […]