Dear Friends, Anne Arundel County is a remarkable community because of people like you — compassionate neighbors who care deeply about the well-being of others and the future of our […]
You’ve no doubt noticed that Qualified Charitable Distributions (QCDs) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70-1/2. By […]
As charitable planning conversations become more sophisticated, many advisors are revisiting so-called “split-interest gifts” to help clients balance philanthropic goals with income needs. Two of the most common strategies, a […]
If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end) with cash or appreciated stock. And of course, you are well aware that […]
From Government to Law Clerk to Estate Planning Attorney — A Career Built on Connection, Adaptability, and Creative Problem-Solving The Anne Arundel Estate Planning Council recently sat down with Brittany […]