Category: Charity

  • Trusts Part 2: Revocable Trust for Non-Taxable Estates

    You’ve probably heard of revocable living trusts, but do you know their history, or how they can be used to help clients avoid the Secure Act? In this post, we’ll walk you through a brief history of revocable trusts, advantages and disadvantages of revocable living trusts, and how such trusts…

  • Trusts Part 1: How Did Trusts Originate?

    You’re probably quite familiar with trusts in your financial practice – but have you ever stopped to think about the origins of this financial instrument? Why do trusts exist, and why are they used? In this post – the first of a series of posts on trusts – we’ll examine…

  • Year-End Giving: Have We Been Doing it Wrong?

    The industry’s approach to charitable planning is broken. Today we’ll focus on one way in which it’s broken. We hope understanding the problem, and the solution, will help you help your clients, and perhaps also help you gain valuable assets under management. Myth – Taxes Drive Year-End GivingOne myth that hovers…