What the Legacy IRA Act could mean for you

Congress appears ready to approve legislation that would permit distributions from an IRA to fund a charitable life income gift. The Senate Finance Committee unanimously passed the Enhancing American Retirement Now (EARN) Act, which is being called “Secure 2.0,” a nod to the Secure Act of 2019. Within the EARN Act is the Legacy IRA […]

Finding your passion through mission-based philanthropy

Philanthropy can have many forms—giving of time, talent or treasure (or a combination of all three)—however at its core, the definition of philanthropy is making life better for others. In The Soul of Money, Lynne Twist writes, “No matter how much or how little money you have flowing through your life, when you direct that […]

August is national Make-a-Will Month

Every person needs an estate plan to protect the people, communities, and causes they care about, but over half of American adults do not have an up-to-date will in place. There are several reasons people hesitate to start or complete their estate plans. I don’t have a large estate, so I don’t need a will. […]