Feb 7, 2019 | Charity, Estate Planning, Heirs, Taxes, Will
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← This Year Includes Some Key Retirement Issues Perhaps It Is Best to Make a Plan before a Crisis → Passing on Assets? Perhaps Some Can Be Given Away Want to make a big impact? Consider...
Dec 24, 2018 | Charity, Estate Planning
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Organize Your Digital Assets for Estate Plan IRS Proposal: No Clawback on Huge Gifts → Get the Best Results from Charity Giving End of the year is the busiest time for charities.As...
Jul 13, 2018 | Charity, Estate Planning, Will
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← AARP Concerned about Student Debt Comic Book Writer May Be Victim of Abuse → Teacher Helps Students, Even after Her Death Savings go to aid students in receiving a college...
Jul 3, 2018 | Charity, Estate Planning
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Is Blockchain the Future for Estate Planning? Warren Buffett: Keeping Heirs Motivated → Newman Exception May Help Other Charities Newman’s Own, created by Paul Newman, has always had...
Jun 7, 2018 | Charity, Will
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Goal Isn’t Necessarily Tax Avoidance Nursing Home Patients May Face Eviction → Secretary’s Quiet Fortune Goes Mostly to Charity 96-year-old retired secretary leaves $8.2 million to...
Mar 27, 2018 | Charity, Estate Planning
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Don’t Delay Planning in Hopes of Immortality New Tax Laws Gives New Life to Trusts → Business Interest Goes to Charity Sometimes a business owner can donate shares, without having a...
