900 Bestgate Road
Suite 400
Annapolis, MD 21401
410.280.1102
RECENT BLOGS
10.3.23
Charitable Planning and Women Clients: Three Mini Scenarios
The dynamics are different when you’re working with women on their estate and financial plans. Here are some tips for your conversations.
10.3.23
Clients Want to Know: What’s Deductible and What’s Not?
When talking with clients about supporting their favorite charities in their estate plans, it’s a great time to brush up on the rules for deductibility.
10.3.23
Spotting Opportunity: Moving From a Commercial Fund to the Community Foundation
In many cases, moving a Donor Advised Fund to the Community Foundation from a national financial institution provider is not only easy, but also is a better fit for your clients.
9.6.23
For Clients Who May Sell a Business, the Time to Think Charitably is Now
Your clients who own businesses might be eyeing some analysts’ predictions that mergers and acquisitions may pick back up in 2024. That’s good news for clients who are looking at possible exit strategies.