If you’re struggling to talk to a loved one about their will, trust, powers of... [Read more...]
End of Year Planning
This has been a tumultuous year for Americans. Most of us will bid 2021 good... [Read more...]
Gifting to Benefit Minor Children
Each year, the IRS excludes from the gift tax certain gifts, including: Gifts to a... [Read more...]
How to Make Gifts Count
One of the time-tested strategies in estate planning is reducing the overall size of your... [Read more...]
Charitable Giving and the Holiday Spirit
Giving is abundant during the holiday season. Each year, American consumers spend thousands of dollars... [Read more...]
Choosing Just the Right Gift
We all know from firsthand experience how important it is to choose the right gift... [Read more...]
A New Way to Give
Have you wanted to make a gift to your alma mater or church but you... [Read more...]
Getting Value Out of Giving with Charitable Trust
Americans are givers. Recently, we gave more than $290 billion to our favorite causes, with... [Read more...]
Planning for Vacation
You and your spouse have dreamt of this vacation for months. You have saved for... [Read more...]
Dividing Up the Pie
Estate Planning is a complex area because it deals with so many different issues, from... [Read more...]
Your Team is on Your Side
Estate Planning is like a team sport. In these turbulent economic times, sometimes it may... [Read more...]
Importance of Legacy Planning
The holiday season is not only a time to reflect on the past and consider... [Read more...]
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