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The Blakeley Group, Inc.

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  3. December 2019

December 2019

Charitable Giving, the Tax-Wise Way

Submitted by The Blakeley Group, Inc. on December 12th, 2019

 

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If a 70-year tendency holds true ...

Submitted by The Blakeley Group, Inc. on December 12th, 2019

Private foundations can be great tools for affluent individuals and families to use for their charitable giving. But there are important factors that often get ignored when setting up and running a private foundation.

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Here’s Why You May Need to Update Your Estate Plan

Submitted by The Blakeley Group, Inc. on December 3rd, 2019

The Blakeley Group, Inc. - Wealth Management Insights

 

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The Blakeley Group, Inc.

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com
DISCLAIMER: The Blakeley Group, Inc. is a registered investment adviser in California, Oregon, and Washington State.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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