Rethinking Inherited IRAs
Ian Salzman2024-07-15T12:36:59-04:00As you build your estate plan and consider providing for your adult children, remember that naming them as the beneficiary of an IRA or [...]
It’s Always a Great Time to Review Your Estate Plan and Legacy Gifts
Ian Salzman2023-08-28T14:22:09-04:00As we wind down National Make-A-Will month, it’s important to remember that even if your estate planning documents are already in place, it’s still [...]
Unlock the Unexpected Power of Regret to Enhance Your Charitable Giving
Ian Salzman2023-08-03T13:42:11-04:00Did you know that the community foundation provides “regret mitigation” services? We’re only half kidding! The topic of regret is getting a lot of [...]