How To Leave Money to a Charity in Your Estate Plan
Planning how you will leave money to a charity in your estate plan is what we call “planned giving.” It is a powerful way to leave your legacy and speak about what was important to you, and we encourage each of our clients to consider this legal tool as they think...
4 Planned Giving Benefits to Consider While Estate Planning
Most people spend a good deal of time considering how to leave money to family members when they are planning their estate, but have you ever considered planned giving? “Planned giving” is just a term for giving to an organization or cause you support in a thoughtful,...
6 Ways to Minimize the Effects of Coming Changes to Tax Laws
There has been a lot of talk about the new administration bringing changes to tax laws. And while we don’t know when they will happen or to what extent the laws will change, we do know that these changes are likely a matter of “when,” not “if.” [Related: How 2021 Tax...