August is National Make-A-Will Month, a timely reminder to create or update your will. Whether you’re establishing a career, raising a family, or accumulating assets, having a will in place ensures your loved ones are...more
8/12/2025
/ Beneficiaries ,
Beneficiary Designations ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Guardians ,
Incapacitated Persons ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Letters of Intent ,
Trust Funds ,
Trustees ,
Trusts ,
Wills
Estate plans are supposed to be living documents that evolve over time. Generally, you should review your plan every 5 years to stay current, or whenever you or your beneficiaries have a major life event such as marriage, the...more
11/1/2021
/ Asset Management ,
Beneficiaries ,
Beneficiary Designations ,
Estate Planning ,
Incapacitated Persons ,
Personal Representatives ,
Successors ,
Trust Distributions ,
Trustees ,
Trusts ,
Wills
As the holiday season approaches, people are thinking about giving to charitable organizations. As a donor, you can be both philanthropic and tax-efficient in your charitable giving.
Estate Planning -
One way to give is...more
11/25/2020
/ Beneficiaries ,
Capital Gains Tax ,
Charitable Deductions ,
Charitable Donations ,
Charitable Organizations ,
Charitable Rollover ,
Estate Planning ,
Estate Tax ,
Gifts ,
Income Taxes ,
Individual Retirement Account (IRA) ,
IRA Rollovers ,
Required Minimum Distributions ,
Tax Deductions ,
Tax Planning ,
Trusts ,
Wills ,
Year-End Tax Planning
Estate planning is about formalizing your intentions for what will happen when you pass away. For those in a second marriage with children from a prior relationship, it is even more important to spell out your intentions and...more