Doing Good

September 5th is the International Day of Charity and its purpose, at least in part, is to raise awareness for charities all over the world. Helping many folks plan, as we do, how their wealth can most benefit themselves and their families and communities, it seems an appropriate occasion to share a few thoughts on charity from our perspective. Rather than recite all the techniques that help maximize estate, gift and income tax benefits of charitable gifts, it may be more useful to say: If you plan to make a significant gift to charity, whether it is on a one-time […]