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Before you click that link or mail that check this season, consider these 10 ways to potentially maximize your charitable giving. Discuss your philanthropic values and goals with your family (or even friends) as a way to build a legacy. 50/30/20 Rule: 50% to support...
Protecting value for future generations or philanthropy The 2017 nearly doubled the federal estate and gift tax exclusion amounts. $11.18 million per person; $22.36 million per married couple. The purpose of the exclusion is to allow wealth transfer to heirs without taxation. These new amounts along with significant valuation discounts on shares of privately held companies allow business owners to…
People work hard, play hard and hope to have some cash and assets available when they retire. We usually don’t spend much time pondering our passing. However, it is important to consider this in order to make sure our families and loved ones are taken care of after our death. Estate planning is the process of protecting our assets and…
Dealing with the death of a loved one is difficult enough without the prospect of having to handle all that comes afterwards. In addition to making funeral arrangements, family members are also faced with tasks that include distributing the assets of the deceased. Depending on the amount of assets in question, this is not always a complicated or painstaking process.…