Philanthropic Planning Basics, Volume 2
The United States is a generous nation. Yet, from a practical point of view, charitable giving has valuable income tax benefits that can transform even the less altruistic into full-blown philanthropists.
iPlanning: Digital Assets and Estate Administration
Name an executor, check. Retitle bank accounts into the name of your revocable trust, check. Designate beneficiaries for your retirement accounts, check. But not so fast … have you addressed digital assets in your estate plan?
The Art of Collecting Art
There are four phases of collecting art. With proper planning, collecting art can be personally and financially rewarding.
Letter to My Loved Ones
With today’s complex and ever-fluctuating tax environment, proactive estate planning is as important as it has ever been.
Planning Through Uncertainty
Just in the last 20 years, we have seen several major tax bills authored in Washington – some of which have passed and many of which have not.
Philanthropic Planning Basics
While many of you likely donate to charities, it is always important to keep in mind these key considerations of charitable giving.