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Comparing two scenarios: Why the step-up in basis matters 

Comparing two scenarios: Why the step-up in basis matters 

by | May 6, 2025

As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time, draft legislation has proposed that this principle be changed or eliminated. Although tax law...
Uncertain times: FAQs about charitable giving 

Uncertain times: FAQs about charitable giving 

by | May 6, 2025

Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how to support your favorite charities this year, take a moment to evaluate which assets may be best suited for...
Crisis giving: Proceed with caution, but do proceed!  

Crisis giving: Proceed with caution, but do proceed!  

by | Apr 1, 2025

It’s a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford social psychologist Xuan Zhao notes that people generally underestimate others’ willingness to help and overestimate the...
Make a plan–and make your favorite charities part of it 

Make a plan–and make your favorite charities part of it 

by | Apr 1, 2025

At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake at least a basic level of financial planning to stay on track with retirement and other wealth-related goals...