Prosperity Planning Inc’s Post

In a recent publication in The TJB American Business Magazine, CIC Services' Principal Chief Marketing Officer, Randy Sadler, discusses how captive insurance companies are primarily recognized for managing risk but also have significant philanthropic potential. Read the full article here: https://lnkd.in/e6DdXZGs

Thank you for trusting Donet, McMillan & Trontz, P.A. Your well-being is our top priority and our services will show that dedication at each step of the way. If you want to read more of our client testimonials, click 👉 https://wfy.cc/6aT0B #Feedback #LawFirm #LegalRepresentation #Testimonials

Crafting a comprehensive legacy plan is about more than just distributing assets.   First and foremost, having a meticulously drafted will form the foundation of your legacy plan. A will outline how your assets will be distributed and allow you to appoint guardians for any minor children, ensuring their well-being is accounted for. Healthcare directives are equally important. These documents, including a living will and durable power of attorney for healthcare, ensure your medical preferences are known and give a trusted individual the authority to make medical decisions on your behalf if you're unable to do so. A financial power of attorney is essential. This designation allows someone you trust to manage your financial affairs if you become incapacitated, ensuring that your bills, investments, and other financial responsibilities are taken care of. Additionally, if you're inclined towards charitable giving, integrating a charitable giving strategy into your legacy plan can have a lasting impact.  Contact us today to book your consultation. 📍 Bloomfield Hills, Michigan  ➖ Legacy and Estate Planning, Corporate and Commercial Transactions, Intellectual Property 📱 (248) 562-6423 🌐 macklawgrp.com — #TheMackLawGroup #BlackLawyers #BlackLawyerMichigan #MichiganBlackLawyers #MichiganAttorney #LawFirm #LawGroup #Michigan #BloomFieldHills #BloomFieldHillsLaw #BloomFieldHillsLawyer #MichiganLaw #MichiganLawyer #WomenOwned #WomenLawyers #WomanLawyer #MichiganEstatePlanning #MichiganEstatePlanningAttorney#Legacyplanning #IntellectualProperty #BlackWomenOwner #WomenofColor

In this blog post, Perkins Coie LLP attorneys Jill Ripke and Joey Halabrin summarize the Internal Revenue Service's 2024 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical, or moving purposes. #LaborAndEmployment #LaborAndEmploymentLaw #EmploymentLaw #IRS

Crafting a comprehensive legacy plan is about more than just distributing assets.   First and foremost, having a meticulously drafted will form the foundation of your legacy plan. A will outline how your assets will be distributed and allow you to appoint guardians for any minor children, ensuring their well-being is accounted for. Healthcare directives are equally important. These documents, including a living will and durable power of attorney for healthcare, ensure your medical preferences are known and give a trusted individual the authority to make medical decisions on your behalf if you're unable to do so. A financial power of attorney is essential. This designation allows someone you trust to manage your financial affairs if you become incapacitated, ensuring that your bills, investments, and other financial responsibilities are taken care of. Additionally, if you're inclined towards charitable giving, integrating a charitable giving strategy into your legacy plan can have a lasting impact.  Contact us today to book your consultation. 📍 Bloomfield Hills, Michigan  ➖ Legacy and Estate Planning, Corporate and Commercial Transactions, Intellectual Property 📱 (248) 562-6423 🌐 macklawgrp.com — #TheMackLawGroup #BlackLawyers #BlackLawyerMichigan #MichiganBlackLawyers #MichiganAttorney #LawFirm #LawGroup #Michigan #BloomFieldHills #BloomFieldHillsLaw #BloomFieldHillsLawyer #MichiganLaw #MichiganLawyer #WomenOwned #WomenLawyers #WomanLawyer #MichiganEstatePlanning #MichiganEstatePlanningAttorney#Legacyplanning #IntellectualProperty #BlackWomenOwner #WomenofColor

Attention family-owned businesses: Do you aspire to support your community through philanthropy or establish a lasting legacy? Look no further! The University of San Diego Family Business Initiative is hosting a special event where you can gain valuable insights, learn critical steps, and avoid common pitfalls. Learn more about this event and reserve your spot in the post below. #FamilyBusiness #Philanthropy #CommunityImpact #LegacyBuilding

If you missed this week's Masterclass on Charitable Giving, where Grady George and Richard Peck discussed how to maximize your giving and leave an impactful legacy, you can watch the 1/2 hour session here: https://lnkd.in/eKDt8_iX And if you'd like to talk to us about this topic or any of our other masterclass topics, book a session with Kathy LeClair here: hhttps://lnkd.in/e3gxZsJX #retirementplanning #charitablegiving

The Chief Executive Officer and Chief Financial Officer of Victor, Simona Cataldo and Ed Hackett, respectively, discussed how they are wrestling with the changing California MediCal landscape in their session, The Changing Issues Faced by CFOs Managing Non-Profit Community-Based Care. Read more: https://lnkd.in/dUZEKNJZ

Hey! Those of you interested in professional philanthropy, have you heard about the new Executive Director Institute for philanthropy leaders who want to learn the ins and outs of running a philanthropic endeavor, whether a private foundation, DAF, LLC or other form? Sharon Schneider, and colleagues, have mined their 40 years of experience to develop a 3-month curriculum covering the basics that no one seems to teach anymore - compliance, taxes and accounting, running a board meeting, due diligence - plus using innovative tools like PRIs, recoverable grants, direct charitable activities, and more. I thought there might be some folks out there who might benefit from this cohort-based program. Maybe an emerging philanthropist who is looking to step into a role leading the family philanthropy, or a family who recently hired someone? The person's title is not the important thing, just the idea that they are looking to get up to speed. I sure wish I had a class like this when I was starting out. You can learn more about the Executive Director Institute here: https://lnkd.in/dh2XEegW