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.
Author
Sep 21, 2020
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?
Author
Sep 4, 2018
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.
Author
Jan 23, 2018
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.
Author
Jan 4, 2016
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.
Author
Jun 5, 2015
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.
Author
Nov 15, 2009
Blog

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
Author
Jan 31, 2008
Blog

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