During times of uncertainty, we tend to feel helpless. This article explores how charitable giving gives us a sense of purpose in trying times. Read on to learn more. … [Read more...] about Charitable Planning in Times of Crisis
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Special Needs Planning: Here’s Why It’s a Must
Are you concerned about the well-being of a loved one with special needs? Do you have a plan in place to ensure that this person is in good hands, even after you’re gone? If you’ve yet to consider the benefits of special needs planning, now’s the time to do so. Once you have the right plan in place, you’ll feel much better about their future well-being — even when you’re not around to help. Here are some of the reasons why special needs planning is s a must: Financial … [Read more...] about Special Needs Planning: Here’s Why It’s a Must
The Kiddie Tax is No Child’s Game
If you set up a trust or other investment vehicle for your child, that child could incur taxes at a rate much higher than anticipated. The Kiddie Tax was enacted to prevent parents from transferring investments to the name of their child or children to take advantage of that child’s lower tax rate. Read on to learn more. … [Read more...] about The Kiddie Tax is No Child’s Game
FAQs for First Time Estate Planning
First time estate planning is easier said than done. Sure, you may have a basic idea of what you want to accomplish, but you’re likely to run into challenges along the way. And if you don’t address these immediately, it could have an impact on you, your family, and your estate. Here are some frequently asked questions to address when creating an estate plan for the first time: Are you and your spouse on the same page? Do you have children? Do you plan to have children in the … [Read more...] about FAQs for First Time Estate Planning
Estate Planning Reduces Stress During High Anxiety Times
During times of high stress such as tragedy or emergency, we tend to feel helpless. This article explores how a comprehensive estate plan helps reduce anxiety in uncertain times. Read on to learn more. … [Read more...] about Estate Planning Reduces Stress During High Anxiety Times
