When we start off in life, our parents provide love and nurturing, as well as the necessities of daily life. As time passes, we grow into adulthood. Our relationship with our parents becomes one of the equals, with each providing love and nurturing for the other, while both are self-sufficient. Often, parents reach a stage in their lives when they are no longer self-sufficient, typically due to advanced age or illness. While we bear the emotional responsibility with love, at times … [Read more...]
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When Time Is Short
As you drive your mom to her regular doctor appointment, you think of everything you need to do: Drop off Bobby at soccer, pick up Sally from softball, pick up groceries, make dinner, etc. It seems the list is endless. You wonder how your mom had time to do it all and still have time to be so loving. After flipping through old magazines in the doctor’s office, you go in with your mom for her appointment. Your mom had some simple tests done and is to receive the results. When the doctor … [Read more...]
Preserving Grandma’s Legacy
When you were younger, grandma’s attic held such fascination for you. The hat boxes and old clothes were great fun when playing dress-up. There were old records of “Big Band” music. It was like traveling back to an earlier time. But, the years have taken their toll. You can barely move in the attic now, in part because you aren’t a child of six anymore, but mostly because of all of the odds and ends grandma has continued to collect. You decide to ask … [Read more...]
CRT: Best Tool for Proposed Tax Changes?
Tax proposals would increase capital gains rates, among other things. These proposed changes could make a Charitable Remainder Trust look even better. A Charitable Remainder Trust can earn the donor an income tax deduction upfront and defer gains on its sale of assets. Read on to learn more. … [Read more...]
Tax Proposals Could Alter Estate Planning Landscape
Senators Sanders and Whitehouse have introduced legislation in the Senate that would significantly alter the Estate Planning landscape. It would dramatically change the tools we use to plan for our clients. Time is of the essence. Read on to learn more. … [Read more...]
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