by Nanette Duffey | Dec 30, 2025 | Estate Planning, Giving, Insights, Taxes
Estate planning often overlooks the jewelry box, your treasure trove of sentiment, sparkle, and surprising value. A “jewelry box audit” helps you sort heirlooms wisely: rediscover cherished pieces, decide what to gift for others’ joy, sell for...
by Nanette Duffey | Dec 16, 2025 | Estate Planning, Giving, Insights
Many high-net-worth individuals want to leave the world better than they found it. The challenge? Doing so without triggering cash-flow crises, forced asset sales, or disappointed heirs. The good news is that a handful of proven strategies let you give today without...
by Nanette Duffey | Dec 10, 2024 | Giving, Holidays, Insights
When it comes to end-of-year giving, many stresses and sticky situations can crop up along the way. Some ways of giving might materialize out of nowhere, while others can inundate you with junk mail from now until the end of time. Deciding your year-end giving now...
by Nanette Duffey | Feb 27, 2024 | Giving, Insights
If you donate goods, money, or services to charity, you’ll need to utilize the itemize deduction not the standard to have a tax benefit of giving. Plus, you have to have a grasp on the fair market value of tangible goods when it comes tax time. If you regularly donate...
by Nanette Duffey | Dec 19, 2022 | Giving, Insights
Not too long ago, we helped you find ways to opt out of annoying junk mail. But did you know your favorite charities can annoy you with a deluge of mail as well? Whether by email or postal mail, many organizations send donation reminders, address labels, and even...
by Nanette Duffey | Dec 12, 2022 | Giving, Insights
When it comes to charitable donations, you’ll want to keep detailed records of cash donations you hand out. Keeping records affords you the affirmation that you supported your favorite organizations and fulfill any outstanding pledge amounts. Plus, it allows you to...
