Assembly Wealth Blog 

Sign Up Today

Charitable Giving

How to Leave a Meaningful Legacy

6 min read

How to Leave a Meaningful Legacy

Estate planning isn't just for the ultra-wealthy. Anyone can leave a meaningful legacy by gifting assets to loved ones and causes you care about. A...

Read More
Tax-Smart Strategies for Gifting Money to Family and Donating Stock to Charity

5 min read

Tax-Smart Strategies for Gifting Money to Family and Donating Stock to Charity

An estate plan can guide distribution of your assets after you're gone. But gifting money to family and donating to charity while you’re still alive...

Read More
Charitable Gift Giving Guide

3 min read

Charitable Gift Giving Guide

Charitable donations are an effective way to reduce your taxable income while also giving back to your community. According to a recent survey, 64...

Read More