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

Jan 24, 2022

What is a relationship with a financial advisor worth to an investor? A study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that when an investor works with an advisor and receives professional investment advice, they may see a net portfolio return about 3% higher over … Continue reading “Measuring the Value of a Financial Advisor”

Jan 21, 2022

Information vs. instinct. When it comes to investment choices, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, that we may not even be aware … Continue reading “Making Investment Choices”

Jan 19, 2022

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”

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