During a recent family trip to Memphis, I had the privilege of visiting the St. Jude Children’s Research Hospital campus. This remarkable organization is dedicated to finding cures for and …
One of my recent articles for Jewish News was on the subject of Giving Trusts. Charitable giving is increasingly considered both a privilege and hobby, yet fewer families give to …
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing …
It is better to give than to receive. But if you give a gift above a certain amount, you might end up owing money to the Internal Revenue Service (IRS). …
Bahá’í estate planning, like estate planning for many of the world’s major religions, must be undertaken with a careful eye on sacred law and customs. For those unfamiliar with the …
Halloween may be over, but here’s something that’s still really spooky: There are fewer than 60 days left in the year. That’s less than eight weeks to complete your 2021 …
With less than three months until the end of the year, it is time to start thinking about strategic moves you can make to optimize your tax filing for 2020, …
There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce …
Tzedakah, or charity, is at the heart of Judaism, but the coronavirus has changed the donation landscape for 2020. Charitable organizations are doing their best to help meet basic human …
