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
Onsharp.Admin
August 16, 2022
August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you
Advisors frequently comment that they’re surprised to discover the many ways the community foundation can help their clients, especially compared
Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly
If you’re a business owner, at some point you may begin thinking about an exit strategy. Before you start putting
At first glance, philanthropy and positive psychology appear to have very little in common. Philanthropy is a term generally associated
Especially over the last few years as
Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of
For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the
You’ve no doubt noticed that donor-advised funds have been featured more prominently over the last few weeks in financial and
