There is probably nothing that pulls at the heart-strings more than a sick child or a child in need. Imagine getting the news that your child has cancer. Its tough for any parent to even think about that, let alone live it. Through the OneBlood organization and the Little Heros Campaign here in Charlotte, 40 mobile unit blood drives have been set up throughout the month of September (and into early October) to allow each of us to help save a child who may be fighting the battle of his life … or fighting for his life. Managing Director Ed Doughty and Financial Advisor Jason Dimitriou both donated their blood in honor of Liam Flynn, the young son of personal friend who is actually the one who helped to organize the month-long blood drive. Donating blood is such a simple way to “give”, but the results of your giving can literally help to save a life. We were grateful for the opportunity to give, and would encourage everyone to considering donating to the Little Heros Blood Drive. You can simply enter your zip-code and find a listing of all the remaining blood drives near year. Go to: Little Heros Blood Drive
Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing … Continue reading “Trust Basics”
I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his accumulated wealth with his family, specifically his wife and two sons. Like many Americans, Hugh likes to make sure … Continue reading “The Gift Tax”
Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.
You started early and have saved hard in your 401(k). You’ve also paid close attention to your investing strategy over the years. And you definitely understand the benefits of tax-deferred compounding over the long term and the potential for growth. Heck, you’ve even remembered to change your account password every 90 days. Maybe now it’s … Continue reading “Pay It Forward”
Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating charitable lead trusts.
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