Making Charitable Donations of Stock

Feb 21, 2019 | Estate, Retirement, Taxes & Financial Planning

Making Charitable Donations of Stock If you’re charitably inclined and hold meaningful amounts of appreciated stock, such as shares acquired from a stock option exercise, restricted stock/RSU vesting, or ESPP purchase, donating stock instead of cash can be a smart...

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The Qualified Charitable Distribution – Tax Magic for Seniors

Feb 21, 2019 | Estate, Retirement, Taxes & Financial Planning

The Qualified Charitable Distribution – Tax Magic for Seniors Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So their charitable contributions may be worth zero...

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Who Needs Estate Planning?

Feb 20, 2018 | Estate

Who Needs Estate Planning? Why it is so important and not just for the rich.  You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die, you leave behind...

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TOD or Living Trust?

Feb 9, 2016 | Estate

TOD or Living Trust? A look at two basic methods for shielding assets from probate. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective. One, you could...

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The Fine Art of Flexible Estate Planning

Feb 9, 2016 | Estate

The Fine Art of Flexible Estate Planning Specialized trusts & private loans can help address some “what ifs.” Estate planning professionals often contend with ambiguities. A plan may need to be modified in the future when some development in family life occurs –...

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