How to Include a Charity In Your Estate
Explore how charitable planning in Jacksonville, FL enhances your estate plan, offering tax benefits and a lasting legacy.
Olivia Newton-John’s Estate Plan: How One Star Secured Her Legacy
Olivia Newton-John, known for her iconic roles and philanthropic heart, left a legacy that reflects her values through a carefully structured estate plan. At the time of her passing on August 8, 2022, the beloved actress and singer was worth…
Oprah Sets An Example Using Charitable Trusts
Oprah Sets An Example Using Charitable Trusts On CNN talk show “Piers Morgan Tonight.” Piers interviewed another venerable TV personality, Oprah Winfrey. While their conversation hit many topics, I was struck by Oprah’s statements concerning what she wants her estate…
April is Parkinson’s Awareness Month Get Your Estate Plan in Order NOW!
Every month of April, the global Parkinson's community engages to support awareness of Parkinson's disease (PD), a disease whose cause remains largely unknown although treatment options exist. This year the Parkinson's Foundation campaign theme is #KnowMorePD. The goal of raising…
How Does a Charitable Trust Work?
While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will have a larger and longer-lasting impact not only on charities, but on their own lives or that of their families.
Charitable Giving and Your Estate Plan
Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time.