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.
The Legacy of the Rinas 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 …
How Estate and Gift Taxes Can Impact Your Financial Plan
Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifting as it relates to your overall estate plan?
The Legacy of the Hasty-Grant 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 …
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.
