Nov 30, 2022
Written for the Succession Advisors website Qualified Personal Residence Trusts (“QPRTs”) Can be Used to Effectively Transfer an Interest in a Residence A QPRT is a trust that may be used to transfer an interest in a principal residence and/or one “vacation home” on a...
Nov 28, 2022
By Mary Quilici Aumack, CEO In April of this year, we lost my “baby” brother, Joe. It was unexpected and sudden. L to R: Mary’s sister, brother and Mary in their St. Justin School uniforms Joe was the youngest of the six Quilici children, and the only boy....
Nov 23, 2022
A simple idea for multi-generational charitable flexibility We have seen increased interest in including Donor Advised Funds as part of donors’ charitable estate gifts. They can be set up during the donors’ lifetimes (and added to upon their death) or simply created...
Aug 26, 2022
Thursday evenings are full of activity at Saint Leo the Great Parish in San Jose, but they weren’t always that way. When Fr. Steve Kim came to the parish, he wanted to offer free hot meals for people in need. The parish wasn’t currently offering a program like that,...
Aug 25, 2022
When a donor wants to make a significant gift to an institution or to an organization, the default thinking is to use available cash or other relatively liquid investments such as listed equities whether from a private foundation, a Donor Advised Fund or a...
Aug 22, 2022
For most of us, seeing “make a will” on our to-do list is very daunting. This month is Make-a-Will Month which is the perfect time to be reminded of the importance of having a will and trust, even if it can be a difficult subject. Below are three reasons why everyone...
