September 2017

Hargrove Traughber helps clients set course for smoother transitions in trust and estate planning

From Business Lexington Magazine, October Issue, By Susan Baniak When it comes to business succession planning, the majority of family business owners are not prepared for what comes next for their company. According to a report released by PricewaterhouseCoopers earlier this year, only one in four family-owned operations have a robust succession plan in place
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Image of money and tax tiles

From WealthManagement.com written by Conrad Teitell The rules of tax-free direct charitable/IRA distributions and crucial deadlines. You probably know that the law allowing tax-free direct charitable individual retirement account distributions is now permanent. But many donors and clients are still unaware of this additional way to benefit charities. Alert. Gifts of cash and securities can
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