charitable-giving

business owner discussing buy-sell agreement during meeting with his team

FEATURED INSIGHT

What Every Business Owner Needs to Know About Buy-Sell Agreements

Learn how buy-sell agreements can support smooth business...

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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...