The timing of charitable gifts can make a big difference in both tax planning and gift impact.
For All Concerned Consider Giving to Charity Sooner Than Later
read more
Month: May 2023
It’s a Matter of Estate Planning Ethics
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
Ready, Succession Plan Set, Go
Every single business will go through a transition – a sale, a transition to the next generation, or a liquidation. It’s never to soon to prepare for any of those possibilities….
A Real Life Relocation Cautionary Tale
From relocation specialist Rita Wohl comes this true life story showing how important it is for adult children and their aging parents to discuss options.
Estate Planning for Families with Adopted or Stepchildren
families with stepchildren or adopted children may require special estate planning…
