Estate planning is often framed in terms of taxes, legal documents, and financial strategies. Those mechanics matter, of course, but they’re not what truly…
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The One Big Beautiful Bill Act (OBBBA) redefines the tax landscape around charitable giving, creating both expanded opportunities and subtle new limits. As donors…
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The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings long-awaited clarity to tax and estate planning. It also…
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Ah, Giving Tuesday! A day when generosity is in the air (and all over social media). A day when people around the world come…
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An endowment is a powerful way to secure a level of financial stability. Commingled gifts are invested for growth, and only the fund’s generated…