Malissa Marshall, CFP®, MS Tax, EADec 2, 20225 minCharitable GivingTax-Efficient Charitable Giving StrategiesUsing Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) for tax efficiency.
Malissa Marshall, CFP®, MS Tax, EAJan 25, 20216 minEstate PlanningHow To Build A Strong Estate PlanEstate planning can present many challenges. When done right, it ensures your wishes are followed and your loved ones are cared for.
Malissa Marshall, CFP®, MS Tax, EAMar 29, 20202 minEstate PlanningNow’s a Good Time to Review (or Prepare) Your Advance DirectiveIn this time of the coronavirus pandemic, I wanted to spend some time discussing Advance Directives.