Patrick Volk

The 2018 tax changes introduced some confusion with respect to the tax advantages of charitable donations. With the caps on State and Local tax deductions coupled with a virtual doubling of the standard deductions, many folks who have previously itemized deductions are now taking the higher standard deduction. What does…...

Often, when I speak of leaving a legacy to NFCR, many donors sigh and talk about the difficulty of sitting with an attorney and revising their will or setting up a trust. Not to mention the family dynamics and costs associated with creating or updating estate planning documents. I understand…...