Financial Planning
Planning for Generosity in 2024
For many people, the end of the year is the time for giving. It may be that the holiday season inspires a spirit of generosity for some. Others make a more calculated decision to maximize their charitable contributions for the year as part of their year-end tax strategy. Whatever the case, as we approach the…
Generosity Planning with Tim MacDonald
For many, the end of the year presents a final opportunity for generosity. Whether you’re moved by the Christmas spirit or are looking to maximize your annual tax deductions, the holiday months are a prime opportunity to contribute to a meaningful cause. But what if giving wasn’t an end-of-year afterthought, but something you planned for…
A Tax-Efficient Way to Pay for Education
With the cost of education on the rise and student debt looming large in the public conversation, it’s only natural that families would be looking for ways to save a bit of money while securing an academic future for the next generation. One well-known but underutilized option, the 529 college savings plan, has recently become…
Caring for Aging Family Members
Do you have a plan in place for aging? In this video, the first of a three-part series, Brian Cochran joins care manager Susan Stuart to discuss the importance of getting your affairs in order, how to choose a care team, and how to minimize uncertainty around life’s greatest inevitability.
Preparing Executors and Trustees
Who will be responsible for your money after you die? Is there a plan for ensuring your family is cared for? In this video, Brian Cochran meets with estate attorney Curtis Vernon to discuss the process of naming an executor, simplifying your resources, and deciding who should handle the details of your estate.