Charitable Trusts

The One Big Beautiful Bill Act brought sweeping changes to the tax code—and changes to charitable giving was no exception. If you’re wondering how this affects you, you’re not alone. Here are the key charitable giving changes in the new law that every donor should know: NEW Universal Charitable Deduction Most

One of the biggest mistakes you can make in estate planning is leaving the wrong asset to the wrong heir.   You’ve spent a lifetime building your IRA nest egg, and now you’re considering how to pass it on to your heirs. This is where IRA bequests come into play. By