Month: November 2021

It’s that time of year where everyone starts to think about making charitable donations, whether that be for the simple act of kindness, the goal of reducing income taxes owed for the year or both. Whatever the reason, if you have charitable intentions heading into...

You may have heard the term “portability” thrown around in the past few years in consultation with your attorney or tax preparer, but do you really understand what it means?  In this post, we will take the time to explain portability and why it could be an important...