As technology expands, so does the risk of identity theft in America. As a result, citizens do all they can to protect their online information, especially their finances. With all…
Read MoreFireworks, grilling, and American flags: Fourth of July is nearly upon us, and Alpharetta is a great place to spend the holiday. We are proud to be part of a…
Read MoreThere is much reason to now hold on to property until death on assets that are intended to be gifted to family especially if the assets are worth far more…
Read MoreAtlanta offers a huge variety of activities and events for people of all ages and interests. The Fourth of July is certainly no different. This July, you can take your…
Read MoreThe Detroit Free Press article sites Karen Davidson, the late wife of Bill Davidson – NBA Detroit Pistons owner – as saying in an affidavit that her husband intended the…
Read MoreThere is a provision in the estate tax law called “portability”. This means that any unused estate tax applicable exclusion amount of a deceased spouse may be applied to the…
Read MoreBill Davidson leaves behind his family, the professional teams he built including the NBA Detroit Pistons, and NHL Tampa Lightning and a $1.9Billion tax bill! Read the story from the…
Read MoreHype and confusion seems to surround most of the talk about estate taxes. The legal profession seems to keep in complicated and mysterious. While there is always some measure of…
Read MoreParents of all income levels worry about their children’s financial savvy. But for affluent parents, the worry becomes magnified. In an earlier blog post, I wrote that most wealthy parents…
Read MoreSeriously, I was overjoyed when I read Seth Godin’s post about having your health care instructions written out in advance for you and your family. This is a huge gaping hole…
Read More
Top 10 Planned Giving Challenges
Your Opportunity to Benefit
To learn more about how The Donor Motivation Program® may benefit you and your organization, request our complimentary guide, “The 37-Minute Planned Giving Landscape Conversation” with Barry Spencer by calling (678) 353-3355.