Don’t Look a Gift Horse…
Transfer tax credits are on the rise for 2023.
Charitable Giving is a Family Affair
Struggling with incorporating philanthropy into your family’s financial structure? This article provides some good starting points.
Developing Financial Literacy
Financial literacy and stewardship for your children can start early. This article provides a good overview.
As Good As It Gets
“This is ours. We’ve just got to go get it.” (Michael Brantley).
Doing Good In Difficult Times
Charitable giving is tricky when the market is down. This article provides some solid ideas for year-end philanthropy.
Surviving Spouses Take Note
Contrary to popular opinion, there are legal issues to attend to when your spouse dies.