The Laurel Wealth Planning (LWP) team believes that true wealth goes beyond material triumphs. True wealth includes a legacy that spans generations, a sense...
Charitable Giving
Reflecting on Gratitude and Giving: How We’re Supporting UNICEF This Season
As we reflect on all we’re thankful for this Thanksgiving, we are reminded of the importance of generosity. This year, Laurel Wealth Planning is donating...
Donor advised funds for charitable giving
Donor advised funds are a beautiful, tax-efficient way to feel like you’re making a difference in the world through charitable giving.
TrustWorthy Spotlight: An Interview With Laura Kuntz
One simple way to save more taxes on your charitable giving – an interview by Raymond James’ TrustWorthy Spotlight publication.