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November 2021

6 Charitable Opportunities to Consider for Your Year-End Gift Planning
Do you know how to make the most of your year-end gift planning? Here are six charitable opportunities to keep in mind.

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Celebrating National Estate Planning Awareness Week: October 18-24, 2021

The Many Benefits of Making Charitable Gifts Through Your Estate

Do You Have a Beneficiary Backup Plan?

You Can Make a Charitable Gift That Keeps Your Options Open

When Considering a Charitable Gift, Ask Yourself These Four Questions

“I’m Booked!” The Optimism of George Burns Can Help You Complete Your Estate Plan

Spring, and Every Other Season, Can Inspire Your Charitable Giving

It’s Almost Spring - Time for “Spring Cleaning” of Your Charitable and Estate Plans

Payback: We Like to Help the Charities That Helped Us—And Sometimes We Can Benefit Again

Where There’s a Will, There’s More Than One Way to Be Charitable

The Giving Season Is a Great Time to Establish Your Charitable Legacy

Choosing the Right Asset to Give to Charity at Year-End

Charitable Gifts That Make Sense When Interest Rates Are Low

Maximizing Your Charitable Impact

How Your Giving Shows Gratitude for the Help You Have Received

Giving Thoughtfully ... and Strategically

The Virtual Endowment

The Extension of the Income-Tax Filing Deadline Provides Opportunities for Planning

After the Career March, You Can Play a New (Charitable) Tune

Start Reducing This Year’s Taxes Now: Six Strategies (Some Charitable) That You Can Take

A Great Resolution: Give Your Time, Talent, Treasure

Time to Review Your Portfolio and Plan Year-End Charitable Gifts

Charitable Provisions in Your Will? Giving During Lifetime May Yield Greater Tax Savings

You Can Get Tax Benefits from Charitable Gifts Whether or Not You Itemize Deductions

You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal Objectives

Giving in the United States (Including by Bequest): You’re in Good Company

Like Graduation, a Charitable Gift Is a “Commencement”

Treating Children Equally but Not the Same (and How a Charitable Gift Can Help)

You Can Make a Legacy Gift Without Changing Your Will

Thinking About a New Car? Consider a Different Kind of Vehicle—For a Planned Gift!

The Bell Lap of Life May Include a Legacy Gift to Charity



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Ensuring America's Automotive History is Preserved

1965 Lotus F2There are many factors that show America's automotive history is at risk:

  • Our education system emphasizes college-prep and focuses less on the applied arts, crafts and trades. Meaning less young adults are entering the workforce in the areas of restoration and preservation of vintage vehicles, including motorcycles, boats and planes.
  • Car services are becoming more popular and are competing with traditional car ownership.
  • Technological advances have made modern cars more reliable and longer lasting – reducing the need for local repair shops. Hyper-sophisticated safety and environmental requirements make it difficult for a local mechanic to maintain or repair vehicles.
  • Government sponsored museums are dedicated to art, technology, history, air and space, but there is no Smithsonian for the automobile. Many traditional car museums have a limited purpose beyond showcasing the collections of its founders. They're often static in nature, have limited cultural reference and unfortunately, often collapse with the death of their founders with collections sold and dispersed.
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