
Planned Giving: Building a Charitable Legacy That Lasts
The OBBBA changed charitable deduction rules for 2026, including a new $1,000 deduction and a 0.5% AGI floor. Here’s how to plan around them.
The decade before retirement is crucial. The decades after deserve the same care.
You’ve spent thirty or forty years saving. Now the rules flip. The shift from saving to spending is the hardest financial transition most people will go through.
You want to know: do we have enough? When should I claim Social Security? What about Medicare? What about RMDs? What happens to the surviving spouse?
You’ve heard a hundred different opinions and none of them quite line up with your actual life.
You’ve spent decades building your wealth. Let’s make it work for the retirement you’ve earned.
When you’re ready to create your plan, we’re here.

The OBBBA changed charitable deduction rules for 2026, including a new $1,000 deduction and a 0.5% AGI floor. Here’s how to plan around them.

Understand the benefits of a Roth conversion 2026 and how it can optimize your retirement savings and tax strategy.

Learn how the $15 million exemption affects your estate planning. Identify gaps and important state tax considerations.