Estate Planning

Charitable

Gifting Tax Rules

Charitable MyPersonalCFO - March 25, 2025

A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit, and the Generation Skipping Transfer...

Giving More to Charity and Reducing Your Taxes

Charitable MyPersonalCFO - March 19, 2025

Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...

Charitable Giving Strategies

Charitable Bob Williams - December 2, 2024

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

Year-End Financial Checklist

Charitable Bob Williams - November 5, 2024

The end of the year is a great time to think about what’s coming up and reviewing your financial...

Beneficiary Audit

Estate Planning Bob Williams - October 30, 2024

Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out...

Charitable Giving Strategies You Can Still Use In 2024

Charitable Bob Williams - October 22, 2024

It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when...

Charitable Giving Strategies

Charitable Bob Williams - October 3, 2024

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

Hacked from Beyond the Grave

Estate Planning Bob Williams - August 30, 2024

Your loved one has departed this mortal world for the ethereal place that lies beyond. But online, they live...