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The Benefits of a Living Inheritance
The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...
Basepoint Wealth
Sep 20, 20224 min read
166 views


A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
Making an important impact on causes you care about, is a wonderful way to make a lasting difference. Incorporating a philanthropic...
Basepoint Wealth
Jun 14, 20224 min read
38 views


Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.
Basepoint Wealth
Nov 11, 20214 min read
71 views


Charitable Giving is Increasing – and Evolving
charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.
Basepoint Wealth
Oct 26, 20214 min read
25 views


Donor Advised Funds: Tax Benefits, Growth and Control
A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control
Basepoint Wealth
Aug 19, 20214 min read
12 views
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