Loaded Questions: What’s the best way to give to charity this year?
Many of you out there are looking for ways to give and support causes that you care about. Last week I talked about what issues someone may want to consider when receiving an inheritance. An inheritance is another great vehicle for philanthropy planning. This week I interviewed Randi Hogan
Loaded Questions: How do I reduce my capital gains exposure?
As we approach the end of the year, I’ve been hearing questions about capital gains from clients. Some people have really large capital gains, usually because they’ve held an asset for a long period of time. These assets could be in stock, business interests or real estate.