In philanthropy, charitable giving has long been a cornerstone. People enjoy making meaningful contributions to causes that are close to their hearts. For those who wish to support charitable organizations while also benefiting from tax advantages and income streams, charitable… Read more »
Tag: Wealth Management
The Most Significant Transfer of Wealth in US History
History has never seen a financial situation quite like this before. Baby boomers preparing to pass on their legacies through estate plans put America on the brink of the largest ever transfer of wealth. Over the next 25 years, projections estimate 68.4… Read more »