In planning your estate, it is customary to consider wills and trusts (as well as intestacy) as a means of property distribution. As a matter of fact, the manner in…
KenFebruary 12, 2014
Market news, retirement advice & planning tips.
Charitable giving can be a rewarding experience by allowing you to both give and receive. To enjoy the benefits of charitable giving, you can utilize a variety of strategies. The…
KenFebruary 12, 2014
Sometimes it takes tough economic times and natural disasters to unite and bring out the best in people. Natural disasters such as hurricanes and earthquakes have served to bring communities…
KenFebruary 12, 2014
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided…
KenFebruary 12, 2014
There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a…
KenFebruary 12, 2014
Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other. Because of the unlimited marital deduction, no estate taxes are due…
KenFebruary 12, 2014
Estate taxes. It’s not enough to simply know they exist, and to know strategies to minimize them. When it comes down to it, you need to plan how you and…
KenFebruary 12, 2014
There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different…
KenFebruary 12, 2014
How Can My Charity and I Both Benefit from My Gift? You could receive an immediate income tax deduction. With a properly structured gift, you could realign your investment portfolio…
KenFebruary 12, 2014
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