Why Now is the Perfect Time for Tax Planning Proactive personal tax planning is a year round exercise under the best of circumstances. At the very least, the final 3 months of the year should attract one’s attention in this … Continue Reading →
Pat Renn (he/him) is the founder and president of The Renn Wealth Management Group and has more than 35 years of experience in the financial services industry. He is a member at the Cathedral of St. Philip where he has previously served as junior warden and endowment chair; he has also served as board member and endowment chair of Holy Innocents' Episcopal School.Learn more about the ECF Board of Directors.
Should You Sell Your Life Insurance Policy for Charity?
Do you still need your life insurance policy? Several years ago, I was managing an endowment fund for a small museum. As a result, I worked with several of the board members on their gift planning as a way to … Continue Reading →
Understanding Recent Tax Law Changes and How They Affect You
How have the recent tax law changes affected you? This is a question that can be asked almost every time after a session of Congress has concluded. Or when new laws are passed. If major tax law legislation has not … Continue Reading →
Common Questions from Couples Making Estate Plans
Couples Making Estate Plans Couples making estate plans frequently ask some common questions regarding taxation of inheritance. In particular, what is the “best” way to name beneficiaries on life insurance and retirement accounts? And how does this action affect what … Continue Reading →
How Does Planned Giving Benefit Me?
Fighting Against Insecurity At first blush, it may seem strange to ask how giving away money might benefit the giver. There are, of course, many references to the spiritual benefits of this activity mentioned throughout Scripture. Also, there is scientific … Continue Reading →