by Shari Rash | Dec 31, 2020 | beneficiaries, charitable giving, estate planning, taxes
This is the week that your inbox is full of requests for end-of-year giving. Everyone is trying to make a final push for the year in hopes for a positive impact for their cause. And why not? Charitable giving makes you feel good but it can also provide a tax benefit...
by Shari Rash | Dec 27, 2020 | beneficiaries, estate planning, financial family office, Financial Planning, Newsletter
Q4 2020 Ruminations from your Financial Advisor and Money Coach As we are in the midst of the holiday season, beneficiaries are on my mind. You are gathering either in person or via Zoom with your loved ones. Odds are these loved ones are also the beneficiaries of...
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