A donor advised fund is an underutilized tool for charitable planning. Learn some key tax and non-tax aspects of this charitable strategy.

When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.

This edition brings perspective to recent market volatility, explains how the recent tax reg changes may affect your charitable giving, and inspires you to volunteer to make a healthier you!

Substantiate your charitable gifts to receive the tax deduction you deserve. A little organization and discipline can lead to better results and save you time.