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Charitable Planning

Charitable Giving in Iowa: Know Your Options

Dennis D. Duffy · Aug 7, 2013 ·

Legacy building can be part of your estate plan, and this can include giving to charities. An act of giving can certainly be rewarding to you on a personal level, but it can also have some positive …

[Read more...] about Charitable Giving in Iowa: Know Your Options

Are Your Charitable Donations Being Optimally Utilized?

Dennis D. Duffy · Apr 15, 2013 ·

If you are fortunate enough to be able to include a charitable giving component in your estate plan you would do well to ask yourself how these financial resources are going to be utilized. Because …

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The Philanthropic Legacy of Late Actor Larry Hagman

Dennis D. Duffy · Mar 24, 2013 ·

The actor Larry Hagman passed away recently and he will be missed. Most people remember Hagman as the individual who played the part of J.R. Ewing on the Dallas television series. He did however make …

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How to Lend a Hand and Save Taxes

Dennis D. Duffy · Mar 12, 2011 ·

It seems like natural disasters are daily occurrences. While reading the newspaper over breakfast, we learn of a wildfire in Arizona. While driving to work, we hear of a drought in Africa and an …

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Why Use A CRUT?

Dennis D. Duffy · Mar 2, 2011 ·

Estate planning can seem like a matter of moving assets around and creating financial instruments that allow for their transfer after your death, and of course this is a large and important part of …

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Where we are

1840 E 54th St
Davenport, IA 52807
United States (US)
Phone: (563) 445-7400

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Tuesday8:30 AM - 4:30 PM
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