5 Creative Ways to Avoid the Gift Tax (Including Paying for College)

2021-12-03T19:26:10+00:00December 15, 2021|Blog, Charitable Giving, College Planning, Taxes|

We’ve officially entered perhaps the highest spending month of the year! In fact, Christmas celebrations are expected to cost 17% more this year when compared to 2019 (you can thank COVID-19 and inflation for that lump of coal).  Despite being “the happiest time of the year,” gifters should beware of another type of Grinch, the gift tax. Giving to others doesn’t have to result in paying extra for your generosity, but how do you give [...]

How To Make Charitable Giving a Family Tradition (And Why It’ll Bring You Closer)

2021-12-03T19:12:24+00:00November 15, 2021|Charitable Giving|

Traditions are a cornerstone of a family’s values. Not only do they act as a window into your family’s priorities, but also directly influence a child’s perspective growing up. A beautiful tradition to begin or nurture as a family is charitable giving.  Charitable giving comes in many colors, and there are several ways to give of your time, talents, and resources to causes you care about. Whether you donate canned foods to a food [...]

Giving Back Through Planned Philanthropy

2017-04-18T13:38:29+00:00April 18, 2017|Blog, Charitable Giving|

Success in life is about much more than wealth. Giving back to your community and supporting your values through the gift of your resources and time is an extraordinary way to consciously define your family’s legacy. Affluent Americans are becoming more strategic about their giving and want to engage more with nonprofits in their areas of focus. “High impact giving” is becoming increasingly popular among American donors who want to ensure that their gifts are [...]

Start Holiday Shopping Now: Ways to Save Big

2010-11-02T12:58:58+00:00November 2, 2010|Blog, Charitable Giving, Saving|

Many reports suggest that consumer holiday spending will increase this year and retailers are willing to give big discounts to draw you into their stores.  The key to taking advantage of this is to set a budget, figure out who you want to buy gifts for, and what you’ll be giving them. Once you make this list, you’ll be able to seek out deals on the items you need. Curious how you can give big, but [...]

Raising Charitable Children

2010-09-09T06:50:30+00:00September 9, 2010|Blog, Charitable Giving, Family Financial Information|

Charitable giving is a topic that my wife and I are passionate about. We enjoy giving back and appreciate the opportunities we’ve had to do so.  Owning a financial planning firm for families brings with it a certain level of obligation in this regard.  It is our duty to make sure we talk to our clients about ways they can teach their children and share what they personally have in our discussions about allocating their income.  [...]

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