Three Charitable Gifting Strategies to Consider to Reduce Estate Taxes (and Do a Lot of Good Along the Way)
When it comes to estate planning, most people focus on how to ensure their loved…
1 year ago
Charitable Giving
072: Spotlight on Cancer Support Community
5 years ago
What happens to your retirement accounts when you die?
This seems like a simple question, right? My retirement goes to the person I listed…
6 years ago
Why You Need an Estate Plan at Every Age
Estate planning is not just for seniors. Ideally, as soon as you turn eighteen you…
6 years ago
Do I Need an Aging Care Manager?
No one knows what will happen as they age. It’s almost impossible to predict the…
6 years ago
How to Avoid the Most Common Estate Planning Mistakes
Our clients understand the importance of estate planning. In this time of COVID-19, many people…
7 years ago
2019 Increases in Federal Gift, Estate Tax Exclusions May Benefit Some Estates
Under the Tax Cuts and Jobs Act enacted last year, the federal lifetime gift and…
8 years ago
Options For Distributing To Your Children
There are so many ways for parents to leave inheritances to their children as you…
8 years ago
025: The Exploration of Legacy Planning and Charitable Giving with Michael Crvarich of the John Muir Health Foundation
Absolute Trust Talk Host Kirsten Howe brings you a powerful new episode featuring Michael Crvarich,…
8 years ago