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
Market news, retirement advice & planning tips.
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
Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the estate you’ve left them? Will…
KenFebruary 12, 2014
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be…
KenFebruary 12, 2014
By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the…
KenFebruary 12, 2014
Taxes are becoming an ever-increasing burden to Americans. Through the Tax Reform Act of 1986, Congress reduced or eliminated many of the ways that taxpayers can lower their taxes. Interest…
KenFebruary 12, 2014
Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know about a sometimes subtle, yet very real threat to your…
KenFebruary 12, 2014
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