Giving RSS feed for this section

Benefits of naming your favorite charity as beneficiary

Depending on your situation, this may be excellent advice from your representative. You work hard to earn and save your money. Why give “more than your fair share” to the government in taxes? Distributions from your IRAs after your death may be the most heavily taxed assets you own. Review the following to see if [...]

Read more
Categories: 20-30, 30-45, 45-65, 65-75, 75 plus, Advisors - Dealing with, Article Complexity, Birth of a Child, Charitable Giving, Cohabitation Planning, Complexity - Basic, Dealing with Life's Catastrophes, Death, Divorce, Divorce Planning, Domestic Partners, Employment, Estate - Administration, Estate - Planned Giving, Estate Planning, Estate Planning & Administration, Estate Planning & Administration - (All), Family Gifts, Financial Planning, Financial Planning - LE, Giving, Illness, Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Live for Today, Live for Tomorrow, Lower Middle Class, Marriage / Life Partner, Men's Financial Issues, Middle Class, Parents, Planned Giving, Planning, Poor, Single Dad, Single Mom, Terminally Ill, Trusts, Trusts - Irrevocable Trusts, Trusts - Life Insurance, Trusts - Living Trusts, Upper Middle Class, Very Wealthy, Wealth, Wealthy, Women's Financial Issues, Your Money

Charitable gifts come in many forms

Q: We getting ready to sell our business and are considering making some charitable gifts. What suggestions do you have on the best ways to donate? -  T.W. Missouri  A: When you decide the time is right time for you to make a charitable gift(s) to your favorite nonprofit organization or cause(s), don’t assume that just [...]

Read more
Categories: 30-45, 45-65, 65-75, 75 plus, Advisors - Dealing with, Article Complexity, Business Ownership, Charitable Giving, Complexity - Basic, Dealing with Death, Dealing with Life's Catastrophes, Death, Divorce, Divorce Planning, Domestic Partners, Education, Employment, Estate - Planned Giving, Estate Planning, Estate Planning & Administration, Estate Planning & Administration - (All), Family Gifts, Family Office Planning, Financial Planning, Financial Planning - LE, Giving, Home Ownership, IRA's, Illness, Inheritance - LS, Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Live for Today, Live for Tomorrow, Lower Middle Class, Marriage / Life Partner, Men's Financial Issues, Middle Class, Parents, Planned Giving, Retirement, Single Dad, Single Mom, Tax Planning , Terminally Ill, Upper Middle Class, Very Wealthy, Wealth, Wealthy, Women's Financial Issues, Your Money

Consider gifting something better than cash

Q: We’re getting ready to retire and are in pretty good shape financially. We have two adult children and four grandchildren. We just completed updating our estate plans and are considering making some family and charitable gifts before the end of the year. What are your thoughts on making gifts of cash or stock? – [...]

Read more

So, just what does a trustee do?

Q: A friend is updating her estate plan has ask me to serve as trustee should she die or be unable to handle her affairs? This is very good friend and I would do almost anything to help her, but I don’t know what I’m getting myself into. Please provide some background information on what’s [...]

Read more
Categories: 20-30, 30-45, 45-65, 65-75, 75 plus, Administration, Article Complexity, Birth of a Child, Business Ownership, Charitable Giving, Complexity - Basic, Dealing with Death, Dealing with Life's Catastrophes, Death, Disability & Illness, Divorce, Documents, Elder Care, Entertainment Activities, Estate - Administration, Estate - Documents, Estate - Elder Care, Estate - Inheritance, Estate - Planned Giving, Estate - Trusts, Estate Planning, Estate Planning & Administration, Estate Planning & Administration - (All), Family Office Planning, Financial Planning, Financial Planning - LE, Giving, Home Ownership, Home Purchase, Illness, Inheritance - LS, Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Litigation, Live for Today, Live for Tomorrow, Marriage / Life Partner, Men's Financial Issues, Middle Class, Parents, Planned Giving, Planning, Pre 20's, Retirement, Trusts, Upper Middle Class, Very Wealthy, Wealth, Wealthy, Women's Financial Issues

Use a charitable remainder trust for additional income

Q: We are considering selling off some of our farmland to developers to help our retirement. We also have some community charitable objectives but don’t have much in cash, even though our advisors tells us we’re real wealthy. An east coast friend told us how she used a CRT to help accomplish similar goals. What’s [...]

Read more