July 21, 2015 Brian Kazanchy, RegentAtlantic As a Wealth Advisor, I work regularly with clients who have a great interest in making donations to charity. Although they could easily write checks to their favorite nonprofits, I usually suggest my clients…
July 15, 2014 Many people ask the Community Foundation to help them build their charitable legacies. For those wishing to structure a bequest or other type of fund meant to last for generations, we offer a host of options and…
July 15, 2014 It’s a question we get more often than you think, in part due to tax laws in New Jersey that were once confusing. But as we reported last year, those laws have been clarified and the answer…
By JACK SHAKELY. Reprinted from The New York Times, March 18, 2008.One of the first people to call to congratulate you is a guy from college you haven’t seen since graduation. He says that he and somebody named Tom Hamilton…
by William T. Knox IV, CFP, CFA, JD, formerly of RegentAtlantic Capital, LLC From the moment our children are born, we must consider and plan for their future without us. As new parents, we are well advised to prepare for…
Many of us have seen the billboards and heard the radio ads about donating a used car. Some of us have also read newspaper and magazine articles that talk about the “scam” operations that have accompanied some of the car-donation…
by Sandra Brown Sherman and Tracy McSweeney Sandra Brown Sherman and Tracy McSweeney are both attorneys who specialize in the practices of trusts & estates and tax. Introduction Given the current turbulence in the market, many otherwise charitably inclined individuals…