It is the most natural estate plan anyone can think of. You sit down with your spouse and agree: “If I go first, you get everything. When you go, the kids split what is left.” It’s simple, it’s fair, and it reflects your marriage bond. In estate planning, this is known as an “I Love […]
As Tax Day rapidly approaches, the IRS recently released it’s annual “Dirty Dozen” list of tax scams (https://www.irs.gov/newsroom/dirty-dozen-tax-scams-for-2026-irs-reminds-taxpayers-to-watch-out-for-dangerous-threats). Whether you have a complicated income tax return or a straightforward tax filing, these warnings are applicable to all taxpayers. Below is a highlight of a few of the key scams to beware of, along with some […]
The start of the new year is an ideal time to review your current estate plan or to create an estate plan for the first time. January brings updated exemption amounts, inflation adjustments, and, in some years, new regulatory guidance that can affect planning strategies. This year presents some timely opportunities to implement strategic gifting […]
Donor-Advised Funds (DAFs) offer a flexible way to support causes that you care about while complementing your overarching estate planning goals. Incorporating a DAF is a strategic way to engage in charitable giving, maximize tax benefits, and leave a lasting legacy. An Expanded Overview of Donor-Advised Funds A DAF is a versatile philanthropic tool that […]
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