Charitable Planning
Gifting Highly Appreciated Assets
Gifting appreciated assets strategically can reduce tax burdens, maximize charitable contributions and preserve wealth for future generations.
August 1, 2025
Asset Protection
What Beneficiary Expenses Can Be Paid from a Trust?
A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal requirements.
May 7, 2025
Asset Protection
Is It Better to Transfer Assets before Death?
As the saying goes, ‘It’s better to give with a warm hand than a cold one.’ Giving generously while you’re alive can be more meaningful and impactful.
January 23, 2025
Charitable Planning
How Does a Trust Work in an Inheritance?
Trusts should be in your estate plan if privacy is important to you. Most people don’t know their wills become public documents as part of probate.
January 3, 2025
Charitable Planning
Is Charitable Giving Part of Your Estate Plan?
When it comes to charitable giving, most donors think of cash—its liquidity and immediate benefits make it a go-to option.
December 25, 2024
Asset Protection
How Do I Leave an Inheritance to My Child but Not Their Spouse?
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
November 11, 2024
Charitable Planning
Estate Planning for the Family Vacation Home
There is a lot to consider when deciding what will happen to the vacation property in the event of your demise but there is even more to consider in the event that you would require long-term care.
October 28, 2024
Charitable Planning
Should I Give My Kid Their Inheritance Before I Die?
Managing your money later in life includes defining a destination point for the next generation of your wealth.
October 21, 2024
Charitable Planning
Should You Consider Planned Giving?
Givers are optimistic by nature—they believe that through donations and other charitable activities, they will beget change, even if the result is not immediate or tangible.
August 7, 2024
Asset Protection
Maximizing Your Legacy: 2024 Estate Planning Opportunities
Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
April 8, 2024