What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time …
Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added …
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase …
Of course, there are many options available to pay for the education of a loved one. There are direct gifts, state-sponsored 529 …
Financially successful individuals often contemplate the highest and best use of their assets. In some cases, those same individuals have decided that …
If you are a business owner that: (1) is looking towards succession planning and the option of selling your interest in a …
At death, there is a little-known tax benefit that the federal government provides. It is an adjustment to tax basis and it …
Above all else, two issues impact the complexity and time and cost of the administration of a person’s estate more than the …
At this time of year when high school students apply to the colleges of their dreams and matriculates return to their studies, …
