Category: blog

CARES Act – What May Affect You

Written by Jeff Jones on April 3, 2020. Posted in blog, News, Retirement Planning, Tax Planning.

The COVID-19 (COVID-19) pandemic has left its mark on global and domestic markets. Government guidelines to practice “social distancing” has significantly impacted commerce as consumers are staying...

SECURE Act Brings Potential Changes to Your Planning

Written by Andrew Gipner on January 8, 2020. Posted in blog, News, Philanthropic Planning, Retirement Planning, Tax Planning.

Over the summer of 2019, the House of Representatives passed the bipartisan Setting Every Community Up for Retirement Enhancement (SECURE) Act. On December 19, 2019, the Senate passed the bill, and...

2019 HudsonAlpha Tie the Ribbons Event

Written by Jeff Jones on November 15, 2019. Posted in News, Philanthropic Planning.

Jessica, Lauren, and Debbie attended the 2019 Tie the Ribbons event held at the VBC North Hall. The annual event was informational and moving, as always. HudsonAlpha Institute for Biotechnology‘s...

Record Donations During Longview’s Huntsville Open House

Written by Jeff Jones on October 22, 2019. Posted in News, Non-Profit Spotlight.

We held our annual Open House event at our Huntsville office on Tuesday, October 22nd. Once again, we partnered with the Food Bank of North Alabama to collect non-perishable items. Thank you, thank...

Guest Post: Planned Giving with Food Bank of North Alabama Development Director, Bobby Bozeman

Written by Andrew Gipner on September 25, 2019. Posted in blog, Non-Profit Spotlight, Philanthropic Planning.

Considering where you’re reading this, I’m going to assume that you already have a pretty good idea of why planning gifts to non-profits, whether from your retirement plan or a bequeath from your will...

Community Foundation of Greater Huntsville’s 2019 Summit on Philanthropy

Written by Jeff Jones on September 11, 2019. Posted in blog, News, Philanthropic Planning.

Longview team members, JJ, Jessica, and Andrew recently attended the Community Foundation of Greater Huntsville’s Summit on Philanthropy. The Summit is “an annual celebration of our community’s generosity...

ELM Foundation’s Little Miracle’s Luncheon

Written by Jeff Jones on September 10, 2019. Posted in blog, News, Non-Profit Spotlight.

Longview team members attended the ELM Foundation’s Little Miracles Luncheon on Thursday, September 5th, 2019 at the Jackson Center. They keynote speaker was Captain Mike Rose. From their website: Huntsville...

Long-Term Care Insurance Premium Increases Expected for 2020

Written by Jeff Jones on August 26, 2019. Posted in blog, Insurance Planning, Retirement Planning.

A recent article in Investment News reported that “roughly 40 to 45 states have approved ‘significant premium increases’” on many long-term care insurance policies. Author Greg Iacurci further reports...

The Power of Purpose and Meaning in Life

Written by Jeff Jones on June 14, 2019. Posted in blog, Retirement Planning.

The following article is shared with written permission from author Lydia Denworth. She is a science writer and author of I Can Hear You Whisper: An Intimate Journey through the Science of Sound and...

Guest Post: A Look into Conservation Easements with Land Trust of North Alabama Executive Director, Marie Bostick

Written by Jeff Jones on April 29, 2019. Posted in blog, Non-Profit Spotlight, Philanthropic Planning.

Today’s guest post is by Marie Bostick, Executive Director of Land Trust of North Alabama. Many different strategies may be employed to conserve land including, donations, bargain sales,...