The rising popularity of the Qualified Charitable Deduction–”QCD”–appears to be inspiring an increasing number of retirees to re-evaluate their charitable
Whether you’re motivated to respond to needs created by a conflict, accident, or natural disaster, it’s human nature to want
Holidays and tax planning (although very different in the ways they are celebrated!) are both year-end traditions. No doubt (?)
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
Although a donor-advised fund, which is becoming a more and more popular charitable planning tool, can be established through a
Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an uptick in client questions about
Legislation known as SECURE 2.0 contained a dizzying array of changes to the laws governing retirement plans. Passed at the
As you build your estate plan and consider how to provide for your adult children, keep in mind that naming
August is National Make-A-Will Month. This means your clients may be reading articles and hearing about estate planning more this
The FM Area Foundation is committed to working with you and your family to fulfill your charitable goals, whether those
