Will the Wealth Transfer Bus Leave Without You?
Submitted by American Endowment Foundation on January 24th, 2022By Eric Kinaitis, Editor
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By Eric Kinaitis, Editor
This article originally appeared in ThinkAdvisor.
By Ken Nopar
Clients who discuss their annual charitable planning with their families over the holidays often have similar conversations from year to year. This year, however, may be very different.
By Ken Nopar, Senior Philanthropic Advisor
This year has been different from any other during our lifetimes. While some AEF donors traditionally review their charitable plans with their families when they gather to celebrate the holidays, unfortunately, a number of them will not be able to get together in person this year.
By Ken Nopar, Senior Philanthropic Advisor
This article originally appeared in WealthManagement, November 8, 2019.
By Ken Nopar, Senior Philanthropic Advisor
By Ken Nopar, Senior Philanthropic Advisor
By Ken Nopar, Senior Philanthropic Advisor
By Ken Nopar, Senior Philanthropic Advisor
Increasingly, clients have been discussing charitable planning with their tax and financial advisors, especially since the 2017 Tax Cuts and Jobs Act. Though some clients made changes in the past year or two by bunching donations or establishing donor advised fund (DAF) accounts, many still have not.
By Eric Kinaitis
By Ken Nopar