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Showing posts from December, 2024

Now is a Good Time for a Donor Advised Fund

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As year-end approaches, many individuals look for ways to lower their income tax burden. Charitable contributions allow individuals to offset a portion of their income, but not all charitable contributions are created equally, and each has certain requirements to obtain the charitable deduction. Certain charitable-giving vehicles allow a donor to get more bang for their buck http://dlvr.it/TGlMnW

Estate Planning, Retirement, and Gratitude

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Retirement and estate planning are both related to gratitude. I’m retiring after 23 years with the Academy. The Academy and its Members have made me a better lawyer, a better teacher, and a better person. Whether you are retiring or doing estate planning, don’t forget to express your gratitude to those who have made a difference in your life. http://dlvr.it/TGhhN7