Apples and oranges: Lifetime and legacy giving with IRAs
Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts—nearly
Courtney Larson
October 27, 2026
Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts—nearly
It’s almost November! You are well aware of the calendar, of course, and so are your clients. You’ve also likely
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed
After more than 40 years in the Fargo area, Jason and Nikki Loney chose to establish a fund with the
When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash!
National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s
**We’ve made a change to the event format. This session will now be held virtually only via Microsoft Teams. Register
The FM Area Foundation is pleased to welcome five new members to its Board of Directors. The new board members
The Berg Family Foundation at the FM Area Foundation has awarded $72,060 in grants to 12 nonprofit organizations. The Elmer
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax