Philanthropic Planning
We make a living by what we get
but we make a life by what we give.
We are committed to assisting you in developing the strategy for sharing the successes you’ve enjoyed with those whom you love, and with the causes that are most meaningful to you. We implement strategies that can help you to maximize your gifts to these organizations so as to create a longer lasting impact. Through philanthropic planning, you are transmitting your hopes, and making them a reality well into the future. Wealth is a powerful tool for the change that we hope to see in our own communities and around the world. Taking the steps to create a philanthropic plan, will allow you to support the values you hold most dear, gift to them in perpetuity, and solidify your legacy.
Epic Insights
May 8, 2024
Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through the high school years, many households are helping their adult children well into their twenties and beyond at … Continue reading “Retirement and Adult Children”
May 6, 2024
At some point in our lives, we may inherit a home or another form of real property. In such instances, we need to understand some of the jargon involving inherited real estate. What does “cost basis” mean? What is a “step-up?” What is the home sale tax exclusion, and what kind of tax break does … Continue reading “Explaining the Basis of Inherited Real Estate”
May 3, 2024
Medicare won’t cover all of your health-care costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap. Offered by private insurance companies, Medigap policies are designed to cover costs not paid by Original Medicare (Parts A and B), helping you fill the gaps in your Medicare coverage. You’ll … Continue reading “Buying Supplemental Health Insurance: Medigap”
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