Monthly Archives: September 2017

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4 Major Reasons YOU Need a Will

Yes, YOU need a will. If you don’t have a will, it can cost your family and friends not only a lot of time and money, but also lots of anxiety and even heartache. Here are four major (and certainly not the only) reasons wills are one of the most essential estate planning documents that you… Read more »

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Estate planning for Married Couples: Avoid Conflicts of Interest

Estate planning is all about strategy—leaving the right assets and inheritances to the right beneficiaries; timely distributions of the estate; and avoiding as many taxes and fees as possible. Another strategic move is deciding whether you and your spouse should use the same lawyer, or whether you should each have your own lawyer. If you… Read more »

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Is your Favorite Nonprofit Up-to-Date for the Federal Income Tax Charitable Deduction?

Is your favorite nonprofit up-to-date on requirements for the federal income tax charitable deduction? You want to be able to ensure your donation maximize benefits for both you as a donor and the charity. Consider the following considerations and requirements. Save $$$ and help your favorite charities even more I always say, it’s better to… Read more »