12.04.2018
What Is Bunching of Charitable Contributions?
Since the new tax laws in place doubled the standard deduction to $12,000 for single tax payers and $24,000 for those married filing jointly, this …
What Is Bunching of Charitable Contributions?
Since the new tax laws in place doubled the standard deduction to $12,000 for single tax payers and $24,000 for those married filing jointly, this means that you need to understand how this affects your itemized deduction planning.
There are changes that repeal or limit many itemized deductions, such that in 2018, 90% of taxpayers will be using the standard deduction. For anyone who is contemplating the standard deduction rather than itemizing, consider putting all of your charitable contributions across alternate years if this will enable you to itemize in a future year but take the standard deduction one year. 
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Blog
12.03.2018
Do Beneficiary Designations Really Matter After Your Second Marriage?
Your estate planning documents certainly need to be updated after you get married for a second or third time, but have you overlooked this common …
11.29.2018
What Is an I Love You Will?
Since the federal estate tax exemption is at an historically high level of over $11 million, this leads to many questions brought by a client …
11.28.2018
Avoiding Trustee Issues
An uncooperative trustee named as responsible for your trust management could prove especially problematic for your loved ones but only after the fact when you …
11.26.2018
Two Trust Tips for Blended Families and Second Marriages
Contemplating your estate planning considerations after getting married for a second time is especially important because there are critical issues that could easily be overlooked …
11.21.2018
Where Have You Stored Your Important Information?
When your loved ones come home to help you deal with a significant medical crisis or even to help you wrap up your estate after …
11.20.2018
What Can You Learn from Stan Lee’s Estate Planning?
Stan Lee recently passed away and details show that his tangled estate planning could be a complicated web for heirs to navigate. Unfortunately, far too …
11.19.2018
Your Estate Planning Review Year-End
Has your life changed at all in the last year? Did you have estate plans contingent on prior versions of tax law that are no …
11.14.2018
Communication Is Key with Estate Planning- Don’t Forget It!
Many families avoid the process of estate planning altogether but even those who take the necessary steps to schedule a consultation with an estate planning …
11.13.2018
Should You Use an Educational Trust?
Often grandparents are the ones asking questions about whether or not to use an educational trust. This raises further questions about whether or not one …
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