Year-End Giving: Make an Impact That Lasts

Making a difference doesn’t have to stop when you’re gone. Adding charitable giving to your estate plan is a powerful way to support the causes you love and leave a meaningful legacy that lasts for generations. Read more to see how you can make it happen.

Estate PlanningErica EndykeDecember 18, 2024charitablegifts, charitable giving, charity giving, charity, charities, charitable trust, donoradvisedfunds, qualifiedcharitabledistributions, directbequests, bequests, estateplanning, estateplanningtips, charitablegiving

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2

Last week we looked at four different ways to lower your tax liability for 2023. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024. Read more…

TaxesErica EndykeOctober 23, 2023taxplanning, taxplan, taxes, taxes2023, taxreturn, charitablegifts, charity, taxlossharvesting, taxloss, mortage, taxsavings, lowertaxes, IRA, financial planning, finances