Estate Planning · September 03, 2021

Giving donations to a charitable cause is a noble act of kindness. And you are also likely well aware that as with donating to charity during your lifetime, dedicating a portion of your estate to a charitable cause can reduce the taxable value of your estate. But it doesn’t end here. You may be surprised to learn about the numerous benefits available when you incorporate charitable giving into your estate plan. Learn more here!

Estate Planning · April 03, 2020

Your retirement account assets are extremely valuable, and you’ll want to ensure those assets are well managed not just for yourself but for your future generations. While the SECURE Act has significantly altered the tax implications for retirement planning and estate planning, there are still plenty of tax-saving options available for managing your retirement account assets, but these options are only available if you plan for them. Read here to know more. 

Estate Planning · May 11, 2018

Selling your appreciated assets will not give you as many tax and income benefits as a Charitable Remainder Trust (CRT) will. Don’t sell your assets when there are better options for you such as a CRT, where you will save yourself from income and estate taxes but still have a lifetime income for yourself and your family. Learn here about how donating to a Charitable Remainder Trust will benefit you as well as how it works and the different options available.