What Does “No Estate Tax” Mean? By John E. Crilly, CFP CFA Managing Director Wealth Planning Solutions US Trust john.e.crilly@ustrust.com -------------------------------------------------------------------------------- To many, November’s election came as quite a surprise. Consider the quandary that leaves for those charged with providing tax advice. It’s not easy to sound convincing when the answer is “I don’t know.” This we do know. There are four competing and, at the same time, complem [...]

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Planning Today for Tomorrow When CaringKind expanded to the third floor in March 2013 to build our Program Center for Education, Training, and The Harry and Jeanette Weinberg Early Stage Center, we were able to do so because of the generosity of individuals who had planned ahead and left us in their estate plans. The bequests that we receive are from grateful clients who wish to give back in appreciation for the support and help they receive during the very difficult journey of caring for, or kn [...]

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Partnership for New York City Breakfast On January 18, Frank Bisignano, Chairman and CEO of First Data, and brother of CaringKind Board member, Elvira Bisignano, hosted a breakfast for CaringKind to introduce members of the Partnership for New York City to our work. Lou-Ellen Barkan, CaringKind’s President & CEO, spoke before more than 30 corporate executives about the importance of our work to New York City employers and business leaders and how our programs and services can be of help to th [...]

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Donate Today [https://www.caringkindnyc.org/give] Dear Friends of CaringKind, It was my wedding day. I married late in life to a wonderful man whom I had dated in my 30s and who came back to find me as I turned 50. My siblings and I had lost our mother ten years earlier. Being the only unmarried child in the family, I had the joy and ability to spend lots of time with my father. We supported each other through numerous joys and disappointments. Dad has been a man of great humor with a strong [...]

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By Carol Berne, Senior Vice President of Development -------------------------------------------------------------------------------- As this issue is focused on the crucial role of social work services in the continuum of care, I would like to highlight the importance of our social work team in fundraising. I often receive calls from grateful clients who wish to make a donation after they have been helped. These calls may come shortly after a first session, mid-caregiving, or years later, wh [...]

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