Mar 9, 2021 | Estate Planning, Uncategorized
Take Control of Your Charitable Donations Using Restrictions March 9, 2021 Did you know that you can put restrictions on charitable donations you make through your estate? If you want the peace of mind that your donations are used to fulfill your...
Mar 8, 2021 | Estate Planning, Uncategorized
Creating an Education Legacy Using a Family Education Trust March 18, 2021 For many people, an important goal of estate planning is to leave a legacy for their children, grandchildren and future generations. And what better way to do that than to help...
Feb 25, 2021 | Estate Planning, Uncategorized
When’s the Right Time to Transfer Your Wealth March 1, 2021 To gift or not to gift? It’s a deceptively complex question. The temporary doubling of the federal gift and estate tax exemption — to an inflation-adjusted $11.7 million in 2021 — is...
Feb 25, 2021 | Estate Planning, Uncategorized
Not Disclosing All of Your Assets Helps No One February 26, 2021 People sometimes keep assets hidden without letting their families know about their location or even that they exist. Similarly, they may have life insurance policies no one knows about....
Feb 8, 2021 | Estate Planning, Uncategorized
Consider Your Options When Addressing Life Insurance in Your Estate Plan February 16, 2021 Who Should Own the Policy? If you own life insurance at your death, the proceeds will be included in your taxable estate unless you take certain steps....
Jan 28, 2021 | Estate Planning, Uncategorized
Planning for Tangible Personal Property February 10, 2021 As a formal estate planning term, “tangible personal property” likely won’t elicit much emotion from you or your loved ones. However, the items that make up tangible personal property, such as...
