Charitable planning and women clients: Three mini-case studies
Women’s spending power has been in the news over the last several weeks as Taylor Swift’s and Beyonce’s tours continue to break records, and the Barbie movie still looms large. As you’ve worked with female clients over the years, you’ve likely noticed a few trends: Women frequently take on caregiving roles within a family, including caring for both their parents and […]
Spotting opportunity: Moving from a commercial fund to the FM Area Foundation
Although a donor-advised fund, which is becoming a more and more popular charitable planning tool, can be established through a national financial institution, the community foundation offers its donor-advised fund holders much broader services, more personal attention, and deeper connections to the nonprofits whose work is essential to effect positive community change. Unfortunately, many attorneys, […]
Clients want to know: What’s deductible and what’s not?
Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an uptick in client questions about tax deductions–and tax rules in general–over the last few years. Tax law changes at the end of 2017 have caused much ongoing taxpayer confusion. To be sure, your clients will be asking about charitable tax deductions […]