Tax Benefits from a Tax-Free Transfer from an IRA to a Charity
Saving on income taxes and keeping your income below certain taxable levels, are just two of the benefits of making a tax-free transfer from your IRA to ...
Dec 6, 2017
Family Estate Planning Law Group
Charitable Donations from an IRA
Can a charitable contribution be used to satisfy your required minimum distribution and lower taxes?
Sep 29, 2017
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. With personalized guidance and lifelong support, we make sure your estate plan evolves with you to reflect your values, protect your assets, and care for the people you love.
