May 26— The unprecedented economic circumstances stemming from the COVID-19 pandemic are only beginning to be understood and will likely be felt for some time.
May 19—With today’s coronavirus crisis, giving to charity is even more important than ever. In a time of such great need, how can you create a charitable giving strategy that reflects your values, helps those who need it most, and stretches your charitable dollars most effectively? National Director of Philanthropic Planning, Carol Kroch, shares how it may be overwhelming to know where to begin, and shares a three-pronged approach to charitable giving to help you achieve your goals.
May 12—In this time of economic and market uncertainty, many are asking: Is there a planning silver lining to this economic downturn? Chief Wealth Strategist Alvina Lo discusses how using a grantor retained annuity trust (GRAT) as an estate planning tool may be beneficial in our current economic climate. Why? Because its success is tied to two things: low interest rates and low valuation of assets—both of which we have today.