Good news keeps coming: Retirement plans and charitable giving
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and
Courtney Larson
June 30, 2026
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and
If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end!) with cash or
The FM Area Foundation is inviting community members, nonprofit partners, donors and professional advisors to join a special Summer Celebration
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old
The FM Area Foundation team is excited to return to lakes country for our annual donor happy hour on July
“Charitable lead trust” is far from a household word, and you might not run across the need for one very
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely
Next time you meet with your estate planning attorney, it may be a good idea to check in on your
Many people want to be thoughtful in their charitable giving, but that doesn’t always make the process easy. In fact,
If your client base includes philanthropic individuals and families, you’re likely aware that gifts of real estate are an option