Hopefully you have considered the benefits of doing some basic estate planning. As noted in prior blogs, it is essential for anyone with children and anyone who has any assets to distribute, regardless of age or income level, to have basic estate planning documents in place. At a minimum we recommend that you have at [...]
Estate planning attorneys often use a “credit shelter trust” to preserve the estate tax exclusion of the first spouse to die.
This is a good time of year to think about your current financial performance, and to start planning for next year. Budgeting is an excellent way to start that planning process. This blog is the second in a two-part series on budgeting; in the first post we discussed WHY you may want a budget for [...]
Often, our clients are interested in making a gift to charity in a manner that makes sense for their overall estate plan.
Budgeting, especially when looking at current year performance as a baseline, is an excellent way to start that planning process.