Will I Be Taxed When Gifting Money?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Will%20I%20Be%20Taxed%20When%20Gifting%20Money%20-%20Handoff%20%28Orange%29%20-%2012-14-2023.png)
Will I Be Taxed When Gifting Money?
December 2023
3
min read
Is the End of the Year Really the Best Time To Donate?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Is%20The%20End%20of%20The%20Year%20Really%20The%20Best%20Time%20to%20Donate%20-%20Kettle%20%28Orange%29%20-%2012-5-2023.png)
Is the End of the Year Really the Best Time To Donate?
December 2023
3
min read
What Is a Qualified Charitable Distribution?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20EE%20-%20Fee-only%20vs.%20Commission-based%20Our%20Perspective%20-%20MoneyGirl%20%28Orange%29%20-%2010-12-2022.png)
What Is a Qualified Charitable Distribution?
July 2023
2
min read
Do I Need Estate and Financial Planning?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20WSA%20-%20Do%20I%20Need%20Estate%20and%20Financial%20Planning%20-%20Puzzle%28Orange%29%20-%205-10-23.png)
Do I Need Estate and Financial Planning?
May 2023
2
min read
Why Do I Need an Estate Plan?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Kevin%20-%20Retirement%20Riddle%20-%20Should%20I%20take%20my%20pension%20as%20a%20lump%20sum%20-%20Puzzle%20Man%20%28Orange%29%20-%20PNG%20-%203-3-2022.png)
Why Do I Need an Estate Plan?
March 2023
3
min read