Legacy Planning

Legacy Planning:  Leaving More to Your Loved Ones Than Money That Will Be Lost Quickly The assets you leave to your loved ones can either be a source of relief or, sometimes, a source of panic if they don’t know how to manage those assets. Unless properly prepared,...
Tis the Season to Be Gifting

Tis the Season to Be Gifting

‘Tis the Season to Be Gifting:  How to Do It Right Not many people would view the IRS as a charitable organization, but you might if you plan your gifting appropriately – i.e., in a way that will benefit you on your income and gift taxes. Here are guidelines...

Tips for Charitable Giving

10 Tips for Charitable Giving This Holiday Season According to a recent Forbes article, Americans donated more than $316 billion to charity last year – and most of that came from individuals.  Holidays are a traditional time of giving, and not just because we like to...