September 22, 2016 |
Improve Your Estate Planning Goals with Charitable Bequests
Everyone has three primary types of capital in their estate – legacy capital which will be passed on to heirs, social capital which goes to ...
Learn MoreImprove Your Estate Planning Goals with Charitable Bequests
Everyone has three primary types of capital in their estate – legacy capital which will be passed on to heirs, social capital which goes to society, and personal capital which supports a lifestyle. For the majority of individuals doing their estate planning, their social capital would go to the IRS and the US government is then responsible for determining how it is used.
Many people are under the impression that if they leave money to a charity when they pass away that it will minimize their family’s inheritance. However, if you work with an experienced estate planning attorney, you can incorporate philanthropy in your estate planning and in many cases, redirect money that might currently be directed to the IRS due to lack of planning back to your family and charities that you care about.
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Blog
September 20, 2016 |
When an Inheritance Passes Outside the Family, What Concerns Are Raised?
Any time that someone who is not related by blood is named as a beneficiary of an asset, lawsuits are a potential concern. When you ...
Learn MoreSeptember 19, 2016 |
Gene Wilder Leaves Behind Memories of Philanthropic Goals
Gene Wilder recently passed away from Alzheimer’s disease. His legacy as an actor was almost certainly tied to his iconic role as Willy Wonka in ...
Learn MoreSeptember 15, 2016 |
Think Carefully About Selecting Beneficiaries When Estate Planning
Think carefully about the best interests of your beneficiaries when putting together comprehensive plans. You need to think carefully about their own ability to manage ...
Learn MoreSeptember 14, 2016 |
When Is the Best Time to Start Estate Planning?
Most people think of estate planning as being attached to their own mortality so they put the process off for as long as possible. How ...
Learn MoreSeptember 13, 2016 |
Not Married but in a Long Term Relationship? You Need Estate Planning, Too
It is becoming more common for couples to cohabitate and live together as if they are married but it is important to understand that you ...
Learn MoreSeptember 12, 2016 |
Late Versus Advanced Planning for Asset Protection
It should go without saying that advanced planning for asset protection can have significantly more benefits than trying to address a problem after it has ...
Learn MoreSeptember 8, 2016 |
Are Regular Wills and Living Wills the Same Thing?
Estate planning attorneys often receive questions about what a living will is. Many people are under the assumption that a basic will or a simple ...
Learn MoreSeptember 7, 2016 |
What Powers Should I Consider Giving to My Power of Attorney Agent?
In addition to managing your financial affairs on a day to day basis, an individual appointed to represent you can also take steps to implement ...
Learn MoreSeptember 6, 2016 |
Do You Have an Authentic Business Succession Plan?
In order to appropriately engage talent and retain quality employees, your succession plan must be both transparent and authentic. Many things about the modern ...
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