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
The Kiddie Tax is No Child’s Game
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
How Estate Planning Documents Help Prevent Elder Abuse
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
How Using Specific Bequests Could Cost Beneficiaries their Inheritance
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
Are You Sure You Should Use a Will?
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?
