by Seth Stegall | Aug 27, 2024
Some of your clients may express an interest in giving real estate to charity. You’re certainly aware that gifts of real estate to a fund at the Wayne County Foundation, just like gifts of other long-term capital assets, can be extremely tax-efficient because your...
by Seth Stegall | Aug 27, 2024
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving money to their children could backfire and hinder their kids’...
by Seth Stegall | Aug 27, 2024
Over the years, you’ve likely observed that clients have different assumptions about what it takes to be a “philanthropist.” The interplay between a client’s perception of personal wealth and charitable giving capacity presents interesting opportunities for client...
by Seth Stegall | Jul 24, 2024
You’re well aware that donating highly-appreciated stock to a fund at the Wayne County Foundation offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can be challenging when clients have emotional attachments to...
by Seth Stegall | Jul 24, 2024
Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to approximately $7 million in 2026 (this includes adjustments for...
by Seth Stegall | Jun 26, 2024
It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these clients are already supporting their favorite community causes, and it’s your job to make sure they...
