Jan 5, 2021 | Charitable Giving, gift tax, gifting, IRS, trusts
Yes, these are indeed challenging times! Up is down, down is up and everything in between seems jumbled up way beyond what we would have believed just a few short months ago. Its more reason to get a reasonable handle on things. Nowhere is this more so than what it...Dec 2, 2020 | Charitable Giving, gift tax, gifting, IRS, trusts
What is an ABLE Account? An ABLE Account (Achieving a Better Life Experience Act of 2014) is a savings account that can be established by a disabled individual for qualified disability expenses and is administered by the state’s programs, such as Fidelity in...
May 1, 2020 | Charitable Giving, charitable remainder trust, CRT, Estate Planning
The idea of giving to charity would seem to be a simple, but the simple methods aren’t always the best ones. Sometimes a bit of financial finesse can go a long way, helping both your charity of choice and your own finances. I refer to that as “doing well...May 1, 2020 | Baby Boomers, Business Succession Planning, Charitable Giving, durable power of attorney, Estate Planning, legacy, living will, power of attorney, Retirement, trusts, will
If you are a Baby Boomer who has worked hard, accumulated significant assets, support charitable causes, and plan to continue working through “retirement,” you are not alone! And you won’t be particularly surprised by the findings of a recently released survey by US...
Oct 21, 2019 | cancer, Charitable Giving, Estate Planning, health, Health Care
Breast cancer remains one of the most terrifying cancer diagnoses to receive. While this form of cancer impacts both women and men, it remains the second leading cause of death for women and is expected to kill 41,760 women this year. There remain many myths...Sep 12, 2019 | charitable, Charitable Giving
This September 11th marked the 18 year anniversary of the devastating terrorist attacks that shocked the nation. Throughout the years since the attacks, many initiatives have been created to support survivors and the families of victims. As we think about the victims...
