Newsroom

Gifting an appreciated asset, like real estate, can be complicated. Let’s make it simple.

During the first weeks of the new year, the WatersEdge trust team worked diligently to finalize distributions for 2023. The total number was a testament to God’s overwhelming favor throughout a tumultuous year.

As we enter 2024, let’s dive into a few of the most common questions our team hears about donor advised funds.  

Thanks to a recent decision by the American Council on Gift Annuities, there’s never been a better time to give through a CGA.

The SECURE Act 2.0 and One Family's Legacy of Giving In December 2022, Congress passed new legislation enabling needed changes to the retirement savings industry. Known as the SECURE Act 2.0 (Setting Every Community Up for Retirement), the new law provides for, among...