QCDs: Good news and important reminders
Michelle Sahn2023-06-14T08:59:14-04:00Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed [...]
Transfer of wealth: a legacy opportunity
princetonareacf2023-06-14T08:59:24-04:00“The greatest wealth transfer in modern history has begun,” according to a mid-2021 report in the Wall Street Journal. We know many people are thinking [...]
Philanthropy and the family business: Ripe for great questions
princetonareacf2023-06-14T09:23:28-04:00More than half of the country’s GDP is generated by the 5.5 million family-owned businesses in the United States. Profits aren’t the only priority for most family [...]