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charitable planning reference guide
Advisor Blog
If This, Then That: Your Charitable Planning Quick Reference Guide
December 3, 2024
Do you ever wish you could skim a “charitable giving cheat sheet” to quickly determine which charitable planning tools at the Community Foundation might be a good fit for a […]
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QCDs FAQs
Advisor Blog
QCDs: An Increase from $105,000 to $108,000 in 2025, and FAQs
December 3, 2024
As you and other professional advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait, how exactly does […]
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Estate tax planning next move
Advisor Blog
Estate Tax Planning: What’s Your Next Move?
December 3, 2024
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election […]
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Jesse Walsh, Associate Attorney with Liff, Walsh, Simmons.
Advisor Blog
Member Spotlight: Jesse Walsh
November 21, 2024
From Pre-Med to Estate Planning: A Journey of Unexpected Turns and Meaningful Connections The Anne Arundel Estate Planning Council recently sat down with Jesse Walsh, Executive Committee member, to discuss […]
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