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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It’s a Matter of Estate Planning Ethics
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
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.
When Is It a Good Idea for a Trust to Own Your Home?
It’s important to plan specifically for what will happen to your home after you die.
Estate Planning – Not Just an Economic Thing
Estate planning, especially now that life expectancy has increased so much, involves several generations, each with their own needs. Family dynamics are involved in each decision.
Smart Giving Strategies
Landing and giving money to family members can carry emotional baggage, but is still useful in estate planning.
Without Follow through and Communication, Estate Plans Fail
Three true tales illustrate the important of followup and communication when it comes to helping estate planning documents do their work when the time comes….
The Two Reasons Many Estate Plans Fail
The two main reasons estate plans fail are lack of follow through and lack of communication…
The Pandemic is Forcing People to Pace Their Need for Estate Planning
The pandemic is forcing business owners to think more about estate planning for their families and succession plans for their businesses.
Estate Planning Steps to Take the Second Time Around
Love may be lovelier the second time around, but should also be entered into with both feet on the ground. Here is a second marriage estate planning “to do” list…
