During times of uncertainty, we tend to feel helpless. This article explores how charitable giving gives us a sense of purpose in trying times. Read on to learn more. … [Read more...] about Charitable Planning in Times of Crisis
If you set up a trust or other investment vehicle for your child, that child could incur taxes at a rate much higher than anticipated. The Kiddie Tax was enacted to prevent parents from transferring … [Read more...] about The Kiddie Tax is No Child’s Game
As loved ones and parents age, they become more vulnerable to fraudulent schemes. This article explores how a solid estate plan can help protect the elderly from becoming victims. Read on to learn … [Read more...] about How Estate Planning Documents Help Prevent Elder Abuse
Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results. Read on to … [Read more...] about How Using Specific Bequests Could Cost Beneficiaries their Inheritance
You may assume that you should use a will as your estate planning centerpiece because you have heard some things that are not true. In this post, we look at some of these misconceptions and a few … [Read more...] about Are You Sure You Should Use a Will?