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Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…
Read MoreWe established a tradition that ensures we enjoy both sides of our family at Thanksgiving. A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…
Read MoreCalendars, Antiques, and Loved Ones Anyone who’s trying to get in touch with Cary Stamp knows all roads go through Liz Bradley. Liz has been Cary’s executive assistant for more than two years and is charged with managing his schedule. “His calendar is demanding,” she said, noting the challenge of “dealing with different time zones”…
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