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Advisor Blog
Advisor Blog
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 […]
Advisor Blog
November 4, 2024
Charitable giving is always an important strategy to discuss with your clients. Many high-net worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes. […]
Advisor Blog
November 4, 2024
Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher estate tax exemption, […]
Advisor Blog
November 4, 2024
As 2024 draws to a close, we know how busy life can get—personally and professionally. The team at the Community Foundation is committed to researching, curating, and keeping you up-to-date […]