Money to Give with Rick Peck - The Philanthropy Guy

Today we discuss the role of philanthropy to be more impactful than government intervention into sociaties challenges.

By Steven Bowles
06:07 PM Thu April 25, 2024



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The largest intergenerational wealth transfer in history is here. According to The Federal Reserve, Americans born before 1965 hold more than $105 trillion, or 63% of household wealth in the U.S. Over the next two decades, the Great Wealth Transfer will see most of that passed on to younger generations.




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Buy-Sell Agreements and the Connelly v. United States decision

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2026 Estate Tax Sunset; What Does it Mean For You?

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Major changes are coming to the estate tax landscape. Estates that fall below the estate tax thresholds will suddenly find themselves subject to that tax at passing. Here's everything you need to know.