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Family Philanthropy Tools: Money Messages
Family Philanthropy Tools: Money Messages
"Money doesn't grow on trees." "Save for a rainy day." Though everyone has a different relationship with and viewpoint on money, you've heard money messages like this throughout your life. These money messages, especially ones you heard growing up, can inform...
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Family Philanthropy Tools: Life Legacy Conversations
Family Philanthropy Tools: Life Legacy Conversations
Have you heard of an ethical will? Ethical wills are simply a personal legacy letter that shares your values, blessings, life lessons, hopes and dreams for the future. They serve as love letters, not legal documents, and are intended to live beyond your...
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Charitable remainder trusts offer savvy planning opportunity
Charitable remainder trusts offer savvy planning opportunity
Imagine you sit down with your financial advisor to present an exciting opportunity. You believe a prime tract of land you bought for $200,000 just 10 years ago could now sell for $2 million due to the hot market for new residential development in the area....
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Use your IRA distributions to create a charitable legacy
Use your IRA distributions to create a charitable legacy
Required minimum distributions (RMDs) are back: Temporarily waived in 2020 under the CARES Act, these mandatory IRA distributions will once again need to be completed by year's end. Retirees who did not take their RMD in 2020 may also find they need to take...
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Your Voice Matters
Your Voice Matters
What can we do together to create a stronger community? That was the seemingly simple, yet decidedly complex question posed to nearly 6,000 Summit and Medina county residents who participated in On the Table Greater Akron on Oct. 3. The concept: Register to...
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