For many years, our team at Litman Gregory has referred to the services we offer to our individual and family clients as “wealth management“, and for our nonprofit clients as their “outsourced CIO”. To us, these descriptions communicate that we provide both investment management and financial planning in an integrated way to support our clients’ broader wealth planning and mission-based goals. Although we’ve used this terminology internally and in conversations, our company name and logo have still read Litman Gregory Asset Management. Now, you will see that we updated our name to better represent the breadth of our services. We hope you enjoy our Litman Gregory Wealth Management logo!
Incorporating “Giving Tuesday” and End-of-Year Donations into Your Philanthropic Plan
Giving Tuesday shines a light on philanthropy and encourages you to maximize your impact on the causes and organizations most important to you. In this post, we share the tips and strategies that we find useful in our philanthropic planning with clients.
Replay: 2021 Year-End Wealth Planning Webinar
This time of year presents an opportunity to check in on your financial goals and revisit the strategies that best position you for year-end and the coming year. In this replay, Litman Gregory Senior Advisors cover a variety of important financial planning topics to guide your planning, including tax strategies and estate planning.
Tax Planning for All Seasons
While we await final details of the “human infrastructure” spending bill and any incorporated tax law changes, we share some timeless tax planning techniques and ways that we seek to optimize the tax-efficiency of our client portfolios during the tax year.