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Donor Advised Funds
Each year, we highlight the benefits of Donor Advised Funds (DAFs) to help our clients maximize their charitable giving. With the One Big Beautiful Bill Act (OBBBA) now in effect, it’s more important than ever to revisit DAF strategies and understand how they fit into today’s tax landscape.
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The Empty Nest Shift
There’s a moment in every parent’s life when the house starts to feel quieter. The routines that once revolved around carpools, snack schedules, and weekend chaos begin to fade. And while this transition brings new freedoms, it also stirs up a mix of emotions—excitement, uncertainty, and even a touch of loss.
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Giving from Your IRA: How QCDs Can Help Lower Taxes and Raise Impact
Just before the end of 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), which brought sweeping changes to the tax code.
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IRS Announces Key Tax Adjustments for 2026 Tax Year
What you need to know to plan ahead.
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New Tax Law Reshapes Charitable Giving
What donors need to know.
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Medicare Enrollment: A Quick Guide for “First Timers”
Is this your first time enrolling in Medicare and wondering what to do?
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The Value of Advice
Why working with a financial advisor is about more than just money.
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Rewriting the Irrevocable: How modification can transform your trust.
Creating an irrevocable trust can feel daunting.
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