charitable gifts
7 Ways to Make Charitable Gifts
Giving helps others, reduces your taxes, and as a bonus, lifts your soul.
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true estate case
Don't Let Your Uncle Secretly Marry His Estate Planning Attorney
Predatory marriages are on the rise.
estate planning
7 Reasons Why a Living Trust is Better Than a Transfer on Death Deed
Be careful. Transfer on death deeds are not the quick fix some think they are.
estate planning
A Letter to My Dad's Financial Planner
Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.
estate planning
How to Avoid Probate Without a Living Trust
It may be more difficult and riskier than simply using a living trust.
estate planning
Five of the Biggest Estate Planning Mistakes
Avoid these estate planning mistakes to protect your family and assets.
estate planning
Estate Planning: When Is It Too Late?
When your parent is no longer mentally competent, it's too late for their estate planning.
Tired of Paying Taxes on Your RMDs?
Using a Qualified Charitable Deduction will reduce your taxes and help your favorite charity.
estate planning
Avoid Surprises in Your Estate Plan
To keep the good vibes with your family legacy, don't drop a bomb on your estate plan.