Posts Tagged: property

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25 Days of Giving: Donate More to Your Church & Pay Less in Taxes

Thanks for reading the 25 Days of Giving series; this is the “gift” for day 3! Plan on coming back to the blog every day from now through Christmas Day. Might this be a good season to consider being more generous to your church? Allow me to offer up four tips which could allow you… Read more »

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Terrible, horrible, no good, very bad idea of NOT having a Will

What is a Last Will and Testament? A Last Will and Testament certainly sounds like a complex document. But, when boiled down, your will answers just three simple, yet important questions. Who do you want to inherit your assets? A will provides for the orderly distribution of your property at death according to your wishes…. Read more »

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Trust Beneficiary: Break it Down

What’s It All For? In Hamilton: An American Musical, a perplexed Alexander Hamilton asks Aaron Burr, “What was it all for?” Regarding trusts, we know that all the work is for the beneficiary. Classic Definition of “Trust” and “Beneficiary” A trust is created when a property owner transfers property to a person with the intent… Read more »