Ensure you’re properly documenting your charitable donations
If you’re charitably inclined and itemize deductions, you may be entitled to deduct charitable donations. The key word is “may” because there are requirements you
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If you’re charitably inclined and itemize deductions, you may be entitled to deduct charitable donations. The key word is “may” because there are requirements you
One of the golden rules of estate planning is to revisit your plan after a significant life event. Such an event may be getting married,
The U.S. Department of Health and Human Services reports that roughly 70% of Americans age 65 or over will require some form of long-term care
Time is running out to take advantage of the current federal gift and estate tax exemption ($13.61 million for 2024). Absent action from Congress, the amount
Few estate planning subjects are as misunderstood as probate. Its biggest downside, and the one that grabs the most attention, is the fact that probate
For many people, two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms.
A key decision you must make when drafting your estate plan is who to appoint as the executor. In a nutshell, an executor (called a
Legendary singer Aretha Franklin died more than six years ago. However, it wasn’t until last year that a Michigan judge ruled a handwritten document discovered
Tax planning is only a small component of estate planning — and usually not even the most important one for most people. The primary goal
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