In our increasingly digital and densely populated world, studies show that both adults and children are losing their connection with…

Happy New Year! The Foundation for Delaware County wishes you a happy and healthy 2025! Our President, Frances Sheehan, shared…

Are you looking for a place to volunteer or an event to attend on MLK Day in Delaware County? Take…

Review your clients’ beneficiary designations. Ensure your clients’ beneficiaries are up to date on your retirement accounts, insurance policies and…

If you have clients who own a traditional or inherited IRA and do not rely on the income from those…

As professional advisors, you excel at navigating complex questions around tax planning, estate documents, and investment strategies. The intersection of…

The IRS has recently released final regulations regarding inherited retirement accounts, providing much-needed clarity on the “10-year rule” introduced by…

Changing demographics are becoming a catalyst for the Foundation’s increased role in many estate plans. For example, not having children…

It probably would not surprise you to learn that over 42% of Americans own an IRA. In many cases, IRAs…