On March 27, 2020 Congress passed, and the President signed, the Coronavirus, Aid, Relief, and Economic Security (CARES) Act in response to the spread of COVID-19. There are a few provisions that are of particular interest to philanthropic individuals. Read more here
Deciding on the right gift for Trinity can be difficult. It’s vital to think about your most important personal and family goals. These could range from maximizing tax benefits, and producing income, to preserving assets for your heirs.