Caring For Generations

philanthropy

IRA Ins and Outs under CARES and SECURE

On Behalf of Rebecca W. Geyer & Associates P.C. | Dec 2, 2020 | estate and tax planning, estate planning in Indiana, IRAs in estate planning, philanthropy

There are opportunities to use IRA accounts in estate and tax planning because of the two latest pieces of legislation called CARES and SECURE.

In Estate Planning Discussions, Philanthropy Should Get Personal

On Behalf of Rebecca W. Geyer & Associates P.C. | Dec 19, 2018 | charitable estate planning, charitable giving, philanthropy, philanthropy in estate planning

“Philanthropy can be a differentiator,” the CEO of Exponent Philanthopy tells financial planners. “It can strengthen a client relationships over the long term and even extend to multiple generations.” Yet, in a U.S. Trust survey of 100 people with $3 million or more...