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
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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….
The Living Side of the Estate Planning Process
While estate planning includes the topic of death, there is positive psychology involved and benefits for both family members and the person engaged in the process.
The Deadly Side of the Retirement and Estate Planning Process
Lifespan – and death – are, unavoidably, at the heart of every estate planning discussion….
Estate Planning Need Not Come Adorned With a Bow
Gifting stock shares to family members may lack the panache of a luxury car adorned with a bow, but it’s a gift that can addd value to their lives long after other gifts are forgotten…..
Estate Planning With Love and Hard Assets
It’s far easier to split cash assets and investment accounts than to deal with antiques, artwork, or real estate…..t
Putting Wheels on Estate Planning
Driving – and when it is time to stop driving – is an important aspect of panning for seniors.
Heirs Who Just Say No, Thank You
When used appropriately, disclaimers can be a big help in saving taxes for heirs.
Second-to-Die Insurance Solves Several Estate Planning Problems
Second-to-die insurance solves a number of estate planning problems for couples, preserving assets and assisting in business transfers.n
Plan to Start the Year With an Updated Estate Plan
Updating your estate plan should be one of your New Year’s resolutions – here’s why….
