Monthly Newsletters
Monthly Newsletters
September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property
An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries.
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Monthly Newsletters
July Monthly Newsletter – Midyear Financial Checkup
Six months ago, many Americans set realistic and achievable financial resolutions for 2017. Now that we’ve crossed the halfway point of 2017, it’s time for a financial checkup. Much like your biannual dentist appointment, it’s important to track your progress to determine if changes need to be made to your plan to achieve your financial goals and resolutions.
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Monthly Newsletters
June Monthly Newsletter – “Supercharged” Charitable Giving with Retirement Assets
Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes.
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