Author: Inez Bowie
Jan 12, 2021
Podcast
Episode 265: How The Election & Pandemic Will Impact Your Estate Planning
Current events can certainly impact the effectiveness of your estate planning efforts. Find out more now.
Events
Shifting The Business Infrastructure: How COVID-19 & Election Results Can Influence Your Estate Planning Strategy
Do you know how the COVID-19 crisis impacted estate planning in America? How about the impact of the 2020 presidential election?
Blog
Give Estate Planning The R.E.S.P.E.C.T. It Deserves
Aretha Franklin left behind a lasting legacy as the Queen of Soul. What she didn't leave behind, unfortunately, is a will.
Blog
Tax Cuts and Jobs Act Doubles Lifetime Exemption Amount
In addition to the magnitude of changes the Tax Cuts and Jobs Act has delivered to taxpayers everywhere, the new law also zeroed in on the way estates and trusts are taxed. Needless to say, these changes are sure to alter the way you look at your long-term financial planning and the legacy you hope to leave behind.
Blog
How To Donate Like A Billionaire
People choose to give because they like the way it makes them feel and they like the way others will think of them if and when they give, says Laura MacDonald, CFRE, president of the Benefactor Group. Is this statement true for billionaires as well? Read on to find out.
Blog
The Birth Of The Taxpayer’s Estate
The day Mary passed away was a somber day for her entire family – especially Emma, Mary’s daughter. But unlike the rest of the family, Emma had little time to mourn.