The giving season is almost upon us which means it’s the perfect time to consider how you can make a lasting impact on the causes you care about while also benefiting your estate plan. One effective way to achieve this is by exploiting the power of a Charitable...
Marriage is not only a union of hearts, but also a partnership in building a shared future. When it comes to marriage and estate planning, couples have unique considerations and objectives. Proper estate planning allows married couples to protect their assets,...
While it is said that nothing in life is certain except death and taxes, this isn’t usually meant to say that the two occur simultaneously. If you’re not careful about estate taxes, however, you may well suffer this double whammy. Estate taxes (and their cousin,...
With the election nearing, many are thinking about changes that may be on the horizon. We are always monitoring changes in the law that impact estate planning and, now especially, potential changes in the federal estate and gift tax exemption. The current exclusion...
Most IRA owners want the person they’ve named as IRA beneficiary to delay the payment of income taxes for as long as possible. For a vulnerable IRA beneficiary, there is a secondary goal of passing the IRA account in a way that protects the income tax deferral, but...
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