Here’s what we are covering in February’s Trending Topics 2:
Real estate as an underutilized charitable asset. Although real estate represents a significant portion of many clients’ wealth, it remains one of the least used assets in charitable giving. As property ownership continues to shift across generations and clients reassess underused or burdensome real estate, gifts of appreciated property may play an increasingly important role in philanthropy. Lean on us as you explore key planning considerations, technical requirements, and opportunities for converting real estate into flexible charitable tools.
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