charitable-giving

senior couple meeting with financial advisor about tax loss harvesting

FEATURED INSIGHT

How to Use Tax-Loss Harvesting to Potentially Offset Gains and Save Money

Learn how tax-loss harvesting can help reduce capital gains exposure...

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Aligning Financial Plans with Charitable Goals

Learn how charitable giving can reflect your values while supporting long-term planning across...

How to Manage Tax Deductions with Charitable Contributions

Charitable contributions can support causes you care about while offering potential tax benefits....

How Charitable Remainder Trusts Serve Legacy and Family

EP Wealth’s Michael McGrath CFP®, CLU®, CAP®, shares insights on Charitable Remainder Trusts and...

Incorporating Charitable Goals into Your Estate Plan

Include charitable giving in your estate plan to support meaningful causes and potentially reduce...