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Charitable
Charitable
Second Harvest Food Bank of Middle Tennessee
Charitable
Erin Jester
-
July 12, 2024
When Second Harvest Food Bank of Middle Tennessee opened its doors in 1978, its founders were hoping to solve a big societal problem with...
Jimmy Buffett—He had a Plan
Charitable
Bob Williams
-
June 25, 2024
Say “Margaritaville”—and you just know. You know it’s always 5 o’clock somewhere. You know that come Monday, it’ll be alright. You know it’s Jimmy...
Federal Estate and Gift Tax Exemptions in 2024
Charitable
Bob Williams
-
November 30, 2023
Everything is going up next year—some good, some bad. In the last few weeks, I’ve written about 2024 increases...
Qualified Charitable Distributions (QCD) from Inherited IRAs
Charitable
Bob Williams
-
November 27, 2023
At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The...
Just Because You Give It, Doesn’t Remove It from Your Estate
Charitable
Bob Williams
-
November 16, 2023
Wait a minute! I thought giving gifts was a great estate planning tool. Conventional wisdom has always said that...
Ask Bob: Gifting
Charitable
Marcelo Perez
-
January 3, 2023
Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through...
Ask Bob: Complex Assets
Charitable
Marcelo Perez
-
July 12, 2022
Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one...
Charitable Remainder Trusts (VIDEO)
Charitable
Bob Williams
-
October 26, 2020
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