Category

Generosity

Why You Might Want to Create a Donor-Advised Fund

November 7, 2018 · · Articles, Financial Planning, Generosity, Tax Planning · 0 Comments

A DAF can be a great way to give, with potentially great tax breaks. Do you regularly donate to charities and other non-profit organizations? Then you may want to open a donor-advised fund.   Donor-advised funds are becoming popular. It is easy to see why. They offer potential tax perks, and in some instances, a.

View This Article →

When Someone Dies Without a Will

April 7, 2017 · · Articles, Estates & Trusts, Financial Planning, Generosity, Tax Planning · 0 Comments

Where do things proceed from that point?   Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.   When no valid will exists, state intestacy laws dictate how assets are distributed. These laws divide an estate evenly (or.

View This Article →

Consider an IRA Charitable Rollover

April 19, 2016 · · Articles, Generosity, Investing, Retirement, Tax Planning · 0 Comments

If you want a tax break and want to help a non-profit, this may be a good move.   Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover may be a good financial step to.

View This Article →

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, HI, KS, LA, MD, NC, OH, PA, SC, TX, VA.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a Registered Investment Advisor. Pellecchia Financial Services and Independent Financial Partners are separate entities from LPL Financial. FINRA/SIPC.

Designed by Pop Design Group