7 Reasons Why All Investors Over Age 70 1/2 Should Consider a Qualified Charitable Distribution

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Our observation is that many people are very generous with the donations they make.  It sure helps that there is likely a tax deduction for this, no question.  Many people are accustomed to donating cash, writing a check to the … Read more

The Tale of Two Unrestricted Gifts

  This is tale of two unrestricted gifts made by donors when they passed away.   Robert Morin   Robert Morin worked as a librarian at the University of New Hampshire (“UNH”) for nearly 50 years. When he passed away he surprised the school by leaving his entire estate of $4 million to his alma … Read more