Six for the summer: Mid-year reminders about charitable giving
Donate appreciated stock to your fund at the community foundation. Yes, yes, we absolutely understand how easy it is to write a check when you want to boost your donor-advised or other type of fund at the FM Area Foundation. If you can remember to pause before you pull out your pen, though, considering whether […]
Back to basics: Reminding clients about wills, trusts, and charitable bequests
August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order. Of course, making sure a client has established an estate plan and executed corresponding legal documents is a priority for any attorney, accountant, or financial advisor who […]