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Caruso Wealth Advisory Group
100 Meridian Centre Blvd
Ste 315
Rochester, NY 14618-3926
T: 585.274.5000
F: 866.466.8024
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Michael Caruso
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D: 585.274.5016
Danielle Mitchell
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D: 585.274.5023
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Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
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Estate & Giving
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
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Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
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Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
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Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
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Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve worked d...
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Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...
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Estate & Giving
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
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Family & Lifestyle
Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
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Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
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Estate & Giving
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