Pat Renn

Discover important insights about serving as an estate executor, informed by personal experiences across different estates.

Understanding IRMMA is crucial for managing Medicare premiums and mitigating tax burden during retirement.

The holidays are ideal for discussing your estate. Find valuable insights on talking to your family about your estate.

Understand the new charitable giving tax changes and how they impact your tax planning strategies with the latest legislation.

Discover how charitable giving for business owners can create lasting change and value within organizations and communities.

Locating someone’s documents can be incredibly challenging. This checklist will help you organize your estate planning documents.

There are benefits to blended gifts, allowing for giving to continue after death, possibly providing perpetual legacy.

There are advantages to donating stock to charity instead of giving cash, including potential tax benefits.

It’s not too late to direct your attention to year-end tax planning and mitigate increases in taxable income with a charitable gift!

If you would like to discuss if you should sell your life insurance policy, please contact our Executive Director.

Recent tax law changes in the SECURE 2.0 Act have added a provision that could be beneficial to many.

Couples making estate plans can reduce taxes at death with charitable planning, such as working with ECF to include a parish in estate plans.