Did you know that according to the most recent studies of charitable giving in the United States 65% of households give to charity?[1] In 2011, Americans gave $298.3 billion to charities.[2] The average annual household contribution was $2,212, while the mean was $870.[3] Americans are extremely …
Gifting for Graduation? Consider College Savings Plans!
With graduation season upon us, you may be considering a gift to help with the costs of higher education. While most students would like the idea of a direct cash gift, one of the best ways to gift is through a qualified education savings plan. There are a variety of plans to use for college …
Business Succession Planning: 5 Short Points for Consideration
For most small business owners, the majority of their energy, consideration, planning, and time goes into the day-to-day work of managing and building a successful business. Exiting the business, which could be 2 years, 10 years, or 40 years away, seems distant and intangible. The fact remains, …