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
Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.
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
If you hold an interest in a business that’s closely held or family owned, a buy-sell agreement should be a component of your estate plan.
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
Tax planning is only a small component of estate planning — and usually not even the most important one for most people. The primary goal
With Labor Day in the rearview mirror, it’s time to take proactive steps that may help lower your small business’s taxes for this year and
Do you own your principal residence? If so, you’re likely aware that you can benefit from the home’s build-up in equity, realize current tax breaks
Life insurance can be a powerful estate planning tool. Indeed, it creates an instant source of wealth and liquidity to meet your family’s financial needs
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