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Charitable Remainder Trusts

How Can I Benefit from a Charitable Remainder Trust? Sometimes it takes tough economic times and natural disasters to unite and bring out the best in people. Natural disasters such as hurricanes and earthquakes have served to bring communities together and impact the nation as a whole. Americans have given generously to rebuild communities and […]


Charitable Lead Trusts

How Can I Benefit from a Charitable Lead Trust? Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them because you wanted to make an immediate gift to charity. With a charitable lead […]


Gifting Strategies

What Gifting Strategies Are Available to Me? There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a charitable lead trust. With a charitable lead trust, your gift is placed in a trust. The recipient of […]


Paying Estate Taxes

How Will I Pay Estate Taxes? Estate taxes. It’s not enough to simply know they exist and to know strategies to minimize them. When it comes down to it, you need to plan how you and your family will eventually pay them. The Estate Tax Dilemma Estate taxes are generally due nine months after the […]


Controlling the Distribution

How can I control the distribution of my estate? There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different challenges and opportunities. If you haven’t taken steps already, it’s important to consider planning now for […]


Charitable Giving

How can my gift benefit me and the charity? Giving basics You’re free to give almost any type of property to whatever organization you choose. But in order to retain the tax benefits associated with charitable giving, contributions need to be made to qualifying tax-exempt organizations that have been organized in the United States and […]


Avoiding Probate

What Are the Pitfalls of Probate? Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the estate you’ve left them? Will each receive what you’d like them to have? If you’re like most people, your estate will go through a […]


Living Trusts

How can a living trust help me control my estate? Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death. A trust is a legal arrangement under which one person, the […]


Estate Planning

What key estate planning tools should I know about? By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your […]


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