Author: Inez Bowie
Jan 12, 2021
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.
Sep 21, 2020
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?
Sep 4, 2018
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.
Jan 23, 2018
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.
Jan 4, 2016
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.
Nov 15, 2009
I Have the Money
You came across some extra cash and now you’re faced with a dilemma. Should you use it to pay down on your home mortgage – or should you invest it? If you were to ask your buddies on the golf course, they would probably tell you to keep your home mortgage because you can deduct … Continued
Jan 31, 2008
Protecting Your Wealth
Hopefully you have put together an estate plan that details how your wealth should be distributed upon death. If not, you should. For those of you who have, make sure the important financial decisions you make in the years to come don’t alter your intended wishes. The following describes certain areas of your estate that … Continued