Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity

Here's a hypothetical situation to consider. During a routine check-in meeting, your client casually mentions that their employer, a local company, was just acquired. The client and dozens of fellow…

Continue ReadingHighly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity

Bunching, long-term appreciated assets, and the fruits of helping younger clients plan their charitable giving

Helping younger clients plan their charitable giving Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of…

Continue ReadingBunching, long-term appreciated assets, and the fruits of helping younger clients plan their charitable giving