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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 [...]

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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 [...]

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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? – [...]

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Do’s & don’t for selecting your trustee

In putting together your estate plan, some of the toughest decisions you’ll need to make are your appointees. For setting up a trust you’ll name the trustee and successor trustee. If you’re setting up a revocable living trust, then the task of naming the initial trustee is not so hard. Usually, the trustee is you, [...]

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Financial ABC’s for starting a family

Q: We’ve been married for three years and are having our first child in a few months. We are both employed and are starting to think about the financial ramifications of having children. What should we be thinking about doing financially? - S. J., Alabama  A: Having a first baby is a new and wonderful experience, [...]

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