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Most families, especially the high net worth, are already investing in charitable giving, and they are relying on your expertise to facilitate their journey. With our tools and resources, discover how to start the conversation with clients, grow your relationships, and learn more about the values and causes they support.
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The Signatry BlogConversations from our thought leaders
3 Common Questions on Business Interest Gifts
Whenever I speak or write about business sales and giving business interest gifts, I always emphasize the importance of giving BEFORE the sale of the business. Every year, I will receive a call from an advisor, attorney, or accountant saying, “My client is selling a business next week (or some other shorter time period). Can we still do a gift before the sale?” It happens often! In an attempt to answer this question, here are three quick pointers you should know: 1. Why is it important to gift business interest before a sale? By giving business interest to a donor…Read More
Three Ways 2020 Could Impact Estate Planning
Now is the time to review estate plans for 2020. The beginning of the year is a time when many people have a resolution to evaluate, reevaluate, or plan their estate for the first time. With the turn of the calendar below are a few items of note which can affect planning an estate in 2020. Here are three things to consider as you engage with clients in this important conversation. 1. SECURE Act Effective January 1, 2020, the SECURE Act changes the age of required minimum distributions (RMDs) to age 72 and, in effect, eliminates the “Stretch-IRA” strategy for…Read More
Starting 2020 with 20/20 Vision
Over 60% of Americans will make New Year resolutions for 2020. Some of the most popular resolutions for 2020 are losing weight, reading more, spending more time with family, and flying less to help prevent emissions into the environment. While I typically do not have a “resolution” for the New Year, I will build a plan and goals for the next 12 months. What are the goals for financial advisors, lawyers, and accountants for 2020? A quick web search will provide hundreds of tips to improve and grow your practice. These tips include: investing and utilizing new technology, exploring new…Read More