Charitable

Second Harvest Food Bank of Middle Tennessee

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

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...
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Federal Estate and Gift Tax Exemptions in 2024

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

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

Wait a minute! I thought giving gifts was a great estate planning tool. Conventional wisdom has always said that...

Ask Bob: Gifting

Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through...

Ask Bob: Complex Assets

Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one...