Stories: Advisor Stories

Imagine that a client sits down at your conference room table and begins the meeting something like this:   "I've got a prime tract of land I bought for $200,000 just 10 years ago, and now I am sure I could sell it for $2 million because the market...

Akron Community Foundation can help as you work with a couple to design a charitable giving plan that will create rewarding philanthropic experiences for both partners. Indeed, in Giving as a Couple, Rockefeller Philanthropy Advisors reinforces the tenets we...

Your client's fund at Akron Community Foundation can be an ideal recipient of estate gifts through a will or trust, or through a beneficiary designation on a qualified retirement plan or life insurance policy.  Bequests of qualified retirement plans in...

For many donors, the importance of a multigenerational family philanthropy plan is high on the radar, especially in the wake of 2020's eye-opening events highlighting the importance of rallying around important social and community priorities. How do you know...

Many advisors believe it's important to bring up charitable giving in client meetings, especially while updates to tax and estate plans are underway. Indeed, many advisors feel they have a responsibility to raise the issue. But how?  Addressing...

By Natalie B. Choate What's the absolute worst asset to deal with in a client's estate plans? No contest: It's their IRA (and other retirement plans, like 401(k)s and 403(b)s). When your client leaves their IRA to someone, they are bequeathing that person a...

COVID-19 has significantly impacted nonprofit operations across the country and hampered nonprofits' ability to help their communities during a crisis in which millions of people are in need. The National Council of Nonprofits reports widespread damage to...

A wild ride in 2020 ended with the extension of several tax provisions to encourage charitable giving in the midst of ongoing pandemic-related challenges facing nonprofits. As your clients evaluate their approach for 2021, now is a great time to address their...

The housing market is showing no signs of slowing down in 2021. For certain clients, this presents a strong opportunity for charitable gifts of real estate, whether it's a primary residence, second home, rental property, or even a niche commercial property...

By: James J. Lanham, OSBA Certified Specialist in Estate Planning, Trust and Probate Law and Roger D. Proper Jr., LL.M. (Tax), OSBA Certified Specialist in Estate Planning, Trust and Probate Law | Critchfield, Critchfield & Johnston, Ltd. 1 The age-old...