Planned Giving: A Comparative Look At Charitable Gift Annuities & Annuity-Funded Endowments

When planning for financial security and charitable giving, understanding the nuances between different financial instruments is crucial. Two notable options are Charitable Gift Annuities (CGAs) and Annuity-Funded Endowments. Both provide unique benefits and serve different purposes in financial and estate planning. They offer avenues not just for securing a stable financial future but also for … Continue reading Planned Giving: A Comparative Look At Charitable Gift Annuities & Annuity-Funded Endowments →

Federal Tax Cuts & Jobs Act (TCJA): Estate Planning Strategies For Florida Residents

Annuities are powerful financial instruments that provide individuals, particularly Florida residents, with a pathway to long-term financial stability and a reliable income stream during retirement. Understanding the tax implications associated with annuities, specifically within the context of the Tax Cuts and Jobs Act (TCJA) enacted in 2017, is essential for maximizing their benefits. Annuities and … Continue reading Federal Tax Cuts & Jobs Act (TCJA): Estate Planning Strategies For Florida Residents →

A Legacy Of Giving: Charitable Gift Annuities For People Of Faith

Maria is a person of faith who wants to make a difference in the world by helping both her family and her community. As she approaches retirement age, she realizes that she has the opportunity to use her savings to support causes she cares about while also providing for herself and her loved ones. After … Continue reading A Legacy Of Giving: Charitable Gift Annuities For People Of Faith →

A Guide For Creating A Charitable Gift Annuity In Florida

A charitable gift annuity is a great way to support your favorite charity while receiving guaranteed income for life. If you're interested in setting up a charitable gift annuity in Florida, this guide will walk you through the process step by step. Determine your charitable goals and objectives Before you start the process of setting … Continue reading A Guide For Creating A Charitable Gift Annuity In Florida →