Professional Advisor Legacy Planner e-News

The Impact on the Charitable Deduction of the New Phaseout of Itemized Deductions

Legacy Planner e-news, February 2013

Although the American Taxpayer Relief Act of 2012 successfully preserved the charitable contribution income tax deduction, the victory was somewhat muted because of the phaseout of itemized deductions. It is important to understand that the new law will not reduce the value of charitable contribution deductions for most taxpayers, according to David Wheeler Newman of Mitchell Silberberg & Knupp, LLP.

Click HERE for the full article.*

*linked with permission from Planned Giving Design Center

Ron Aucutt, Esq. to present "A New Day for Estate Planning in 2013" on May 7

Legacy Planner e-news, February 2013

Save the date! On May 7, 2013, you are invited to join us for the Professional Advisor Council's spring networking and education breakfast event at Dutch's Daughter Restaurant.

Is Giving Through A Community Foundation Right for Your Clients?

Legacy Planner e-news, February 2013

Potential donors are not always aware of the benefits of working with the Community Foundation to make a charitable gift. Here are seven questions for estate and financial advisors that will be helpful.

The Ramona Corun Remsberg Legacy

Legacy Planner e-news, February 2013

Ramona Remsberg devoted her professional and personal life to the betterment of Frederick County. As a professional, Mrs. Remsberg started as a courier with Frederick County National Bank, later became president, and finally served as Vice Chairman of the bank’s Board of Directors in retirement. Her trailblazing 55-year career in banking and finance occurred at a time when women were not in the field.