There is no time like the present (while you are still working) to plan for fun-filled days of blissful retirement in a tax-wise manner. During our busy, sometimes frenetic, working years, it can be difficult to take time to consider retirement planning options that include a charitable gift component. But the effort may be well […]

Financial planning is really about life planning. Throughout my career as a financial planner and advisor, I’ve had many conversations about long-term care options and discuss the importance of addressing the near- and far-term events of the future. I’m also someone who has gone through the process of long-term care planning in my own life, […]

When it comes to estate planning, there is often confusion about the treatment of retirement plans—such as individual retirement accounts, employment stock ownership plans, pension plans, 401(k) plans, or 403(b) plans. You may not be clear on how your retirement plans will get transferred to your heirs or favorite charity. Failure to properly understand and […]

Conventional wisdom suggests that we review our estate plans every three to five years. If you are like me, reviewing your estate plans may stay on your “to do” list far longer than five years. It often takes an external event—such as the prospect of summer travel—to inspire us to dust off our estate planning […]

It was a wonderful time celebrating with alumni and friends at Duke Reunion Weekend, held earlier this month on April 15-17, 2016.  Duke University’s Office of Gift Planning hosted two events during this milestone weekend. If you returned to Duke for Reunion Weekend, we hope you enjoyed your time on campus. Here is as recap […]

Each spring, as the azaleas on West Campus reach their peak, seniors sprint toward graduation, and we recover from the thrills of March Madness, we go through another, less pleasant annual ritual: Tax Day.  Many of us are surprised at how much we owe Uncle Sam every year. It can be so painful to write […]

Each spring, as the azaleas on West Campus reach their peak, seniors sprint toward graduation, and we recover from the thrills of March Madness, we go through another, less pleasant annual ritual: Tax Day.  Many of us are surprised at how much we owe Uncle Sam every year. It can be so painful to write […]

Retirement planning remains an important part of every person’s life.  Gift planning may provide creative strategies to help you align your personal and financial plans with your charitable intentions. Anne Bradley, associate director of gift planning at Duke University, describes how to bridge your individual retirement goals with a legacy gift to Duke.  Two of […]

My client, who I’ll call Mary, drove away from a tour of a retirement community last week after culminated months of consideration of long-term care choices. Together over many conversations, we have been wading through considerations of long-term care planning for Mary and her husband.  At 55 and 65 years old respectively, they could be […]

Women are shaping the future of philanthropy.  Yet, many do not realize the financial and economic power they hold. Anne Sherman, associate director of gift planning at Duke University, explains why gift planning can be a powerful way to provide for yourself and make a real difference at an organization, like Duke. Watch Anne’s video […]