Looking to make a difference on Giving Tuesday? Learn how to maximize your donations with these charitable giving strategies.
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Looking to make a difference on Giving Tuesday? Learn how to maximize your donations with these charitable giving strategies.
I wanted to blog about this topic because of a recent discussion I had with one of our clients. The client wished to make a large donation to a charitable organization.
Fairness and honesty…I think these are things that most of us want in our daily dealings.
While we transition from the current administration to the next, we continue to urge clients to “plan”
2020 will certainly be a year to remember (or forget). On the tax and retirement planning side of things it has presented us with some unique opportunities.
It is not uncommon for us to work with people who have accumulated more than enough assets to retire, but do not even possess a simple will.
On October 14, 2016, Governor Chris Christie enacted a new law that will dramatically change the role of “death taxes” in New Jersey.
You may have seen estate planning mentioned a lot recently in the news regarding the late musician Prince who passed away without his estate in order.
As we approach the end of the year, many investors consider making charitable gifts to their favorite charities.
We are often asked by our clients how their property will be taxed upon their deaths.
Last month, Philip, a client, called our office about his mother Sarah. She had suffered a stroke and was incapable of speaking.
Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.
Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.
As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
