To Give Now or Give Later: When Is the Right Time to Gift to Your Heirs?
You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and considering whether to transfer some of those assets to the next generation. The question then becomes …
Estate Planning Simplified: Understanding Wills & Trusts
While it can be easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways. Without the proper planning, your heirs coul …
Estate Planning Checklist
Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family. If you’re not sure where to begin, our estate planning checklist can help you get …
The Legacy of the Roberson Family
A legacy is a reflection of the values, beliefs, and contributions someone leaves behind, whether through their actions, their achievements, or the way they inspire others. It has less to do with material wealth and more to do with a life of purpose and fulfillment. A strong legacy can shap …
The Legacy of the Jacobs Family
A legacy is a reflection of the values, beliefs, and contributions someone leaves behind, whether through their actions, their achievements, or the way they inspire others. It has less to do with material wealth and more to do with a life of purpose and fulfillment. A strong legacy can shap …
The Legacy of the Marshall Family
A legacy is a reflection of the values, beliefs, and contributions someone leaves behind, whether through their actions, their achievements, or the way they inspire others. It has less to do with material wealth and more to do with a life of purpose and fulfillment. A strong legacy can shap …
Is a Donor-Advised Fund for Charitable Giving a Good Fit?
A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …
Charitable Giving Strategies in a High-Income Year
The end of the year offers an ideal opportunity to look both forward and backward—reflecting on recent achievements while setting goals for the upcoming months. For many people, it’s also a time to review their finances and identify charitable moves that can help lower their tax bill. If y …
Including Charitable Giving in Your Financial Planning
If you’re interested in making a lasting impact for the causes that matter most to you, you may want to include charitable giving in your financial plan. In this on-demand webinar, Carson’s Heather Zack, Private Client Services – Solutions Strategist, will share information about charitable …
How Can I Donate in the Most Efficient Way Possible?
There are countless ways to give—from dropping off your old couch at local donation center to volunteering at the local soup kitchen. When it comes to monetary gifts, it’s worth thinking through how to give in a way that both supports your values and helps maximize tax savings.
COMPLIMENTARY RESOURCE
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
