Thanks to the Tax Cuts and Jobs Act of 2017, the use of donor-advised funds is soaring. These arrangements make it possible for donors to enjoy tax deductions now, but make specific distribution decisions later.
Month: October 2021
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Why Your REALTOR and Estate Planning Attorney Need to Meet
Your REALTOR and estate planning attorney need to work together to sell a home after the owner has died. Seniors Real Estate Specialist Steve Rupp explains the challenges.
Planning for End-of-Life Care
Conversations about end-of-life care should not wait until someone is dying, but should begin with people in their 60s..It includes documenting your wishes and ensuring control over your assets in case of incapacity or death.
Updated Property Inventory Minimizes Many Business Risks
The complexity of maintaining a business inventory system often results in the inability to receive insurance proceeds or, in the case of the death of the owner, a proper estate inventory..