Gifts That Last Long After the Holidays

When the wrapping paper is gone and the toys are put away, many parents and grandparents begin thinking about gifts that truly endure. One powerful way to extend the spirit of giving beyond the holidays is by investing in a child’s future. Financial gifts—when thoughtfully planned—can support education, build long-term wealth, and provide security that […]

Donor Advised Funds for Tax Optimization

As you begin year-end tax planning for yourself (or your clients), please keep Asset Advisors in mind as a resource regarding charitable giving strategies. The changes coming in 2026—particularly the new .5% “floor” on charitable contributions and cap of total itemized deduction to 35%— may make it worthwhile for some people to accelerate their giving […]