The stock market is once again near historic highs. The S&P Index recently hit a record, and other indexes aren’t far behind. If you own stock or mutual funds, this is great news.  The downside is that, if you want to turn those shares into cash by selling them, you may owe taxes on “capital […]

As we gaze into our ever prescient crystal ball—what future do we foresee for charitable gift planning?  Answer: a VERY bright one! (Well, what did you expect me to say?) Let’s ignore the conjecture so often offered in light of congressional and presidential proposals, oil price fluctuations, and world events and consider where we are, […]