Blog Posts in December, 2016

What Events Trigger Changes to the Estate Plan? Part Three

Most events can be broken down into three categories Personal, Financial and Legal. A note on “Legal” changes Legal changes that can affect a plan include changes in the tax law, asset ...
Continue reading "What Events Trigger Changes to the Estate Plan? Part Three" »

What Events Trigger Changes to the Estate Plan? Part Two

Most events can be broken down into three categories Personal, Financial and Legal. The following is a review of several common events in the Financial category, but it is by no means exhaustive: ...
Continue reading "What Events Trigger Changes to the Estate Plan? Part Two" »

What Events Trigger Changes to the Estate Plan? Part One

Most events can be broken down into three categories Personal, Financial and Legal. The following is a review of several common events in the Personal category, but it is by no means exhaustive: ...
Continue reading "What Events Trigger Changes to the Estate Plan? Part One" »

Simple Charitable Planning Tips - Part Two

1) Make a list of organizations, and do your due diligence – it is important to be sure that the charitable institutions you plan to assist are actually furthering your objectives. ...
Continue reading "Simple Charitable Planning Tips - Part Two" »

Simple Charitable Planning Tips - Part One

Since we are in the midst of the season of giving, we thought this next blog series apropos. It is estimated that approximately 30% of a charity’s yearly donations are given to them in December. ...
Continue reading "Simple Charitable Planning Tips - Part One" »