A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want to make sure everything is...
Someone thought enough of you to make you a beneficiary of their estate. They’ve passed away and now you’ve received your portion. The question...
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during more than 30 years...
You just got the final draft of your estate plan. It includes your exact wishes for disposition of all the major assets—stocks and bonds,...
A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit, and the Generation Skipping Transfer...
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out of your good graces? No...
It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when you file your tax return...