For advisors: planning for sunset of Tax Cuts and Jobs Act
September 12, 2024
The sunsetting of the Tax Cuts and Jobs Act may have a significant impact on income and estate taxes. Here are some ways for advisors to start considering estate and tax planning strategies, including techniques that incorporate charitable planning.
![Indrika Arnold, Senior Wealth Advisor, the Colony Group [Photo by Cheryl Senter]](https://www.nhcf.org/wp-content/uploads/2024/05/Indrika-Arnold-Hero-800x534.jpg)
‘Be sure to give back’
June 18, 2024
Indrika Arnold is a senior wealth advisor and principal at the Colony Group. She helps people give with purpose.
How to ‘pop the question’ about charitable giving
October 9, 2018
In the latest installment of the Foundation's "How to Pop the Question about Charitable Giving" series, we talk with Adam Ruedig of the Ruedig Group of UBS Financial Services, about why the conversation matters so much, how giving connects people to community, and the 'Baby Boomer zeitgeist'
This part of the conversation is easy
July 18, 2018
In the latest installment of the Foundation's "How to Pop the Question about Charitable Giving" series, estate planning attorney Andrea Sennott discusses her matter-of-fact approach, ideas for structuring giving...and an unforgettable scavenger hunt
How to ‘pop the question’ about charitable giving
March 5, 2018
Dennis Ryan of Howe, Riley & Howe has seen an increasing emphasis on charitable giving and volunteering among clients he works with
How to ‘pop the question’ about charitable giving
January 30, 2018
Robin Young of Northstar Financial Planning on getting to the heart of what is most important to people
How to ‘pop the question’ about charitable giving
November 20, 2017
Tim Caldwell shares ideas from his successful estate planning practice. Idea one: always ask.
How to ‘pop the question’ about charitable giving
August 15, 2017
Sally and David Mulhern on focusing first on goals (before solutions), the benefits of giving as part of a complex estate plan, and why active listening is key
How to ‘pop the question’ about charitable giving
June 30, 2017
Estate planning attorney Sarah Ambrogi talks about why the philanthropy conversation is fundamental
How to ‘pop the question’ about charitable giving: A team approach
May 3, 2017
Jean Trim and Bill Clifford of Vigilant Capital Management talk about how they work together to help clients achieve their goals
How to ‘pop the question’ about charitable giving
April 6, 2017
John Weeks works to understand what people are passionate about, and to incorporate philanthropy into often-complex business transitions
How to ‘pop the question’ about charitable giving
February 22, 2017
Drew Landry offers some refreshing ideas for talking with clients about charity, and explains how the estate tax charitable deduction has been a force for positive change in America