The Portland Business Journal’s Estate & Charitable Planning Guide, a special section in the March 31 issue of the paper, offers insights on tax, law, and the latest on getting the most out of your assets and charitable giving strategy. Arnerich Massena is proud to sponsor this valuable collection of information and counsel, which features an article from Senior Investment Advisor Matt Sampson, CFP®, sharing tips on managing retirement assets for charitable legacy and tax efficiency.

How can investors and philanthropists manage a rapidly evolving tax landscape while working to maximize the value and tax efficiency of their giving? In the article, Matt outlines some helpful strategies to ensure both your heirs and charitable causes will benefit as much as possible from your legacy.

The Guide also includes guidance on generational wealth planning, Donor-Advised Funds, life insurance as a charitable gift, Qualified Charitable Distributions (QCDs), and more.

You can see the full Portland Business Journal Estate & Charitable Planning Guide in the March 31 print issue of the paper, or access it in the digital edition at https://www.bizjournals.com/portland/digital-edition?issue_id=37892 (may require a subscription to view); some of the articles are also available online at https://www.bizjournals.com/portland/news/feature/estate-charitable-planning/2023. Read and/or download Matt's article by clicking the button below below.