As cherished members of our families, pets provide us with unwavering companionship, comfort, and love. When creating an estate plan, it’s important to consider the well-being of your loved ones, including your furry friends. Estate planning for pets ensures that they will continue to receive the care and attention they deserve even after you’re no
Posted ByCharitable gifting can occur throughout the year; however, many individuals and families focus on their charitable giving in the fourth quarter as it coincides with annual tax planning. Charitable donations are tax deductible for individuals who itemize their deductions when they file their tax return. The annual deduction limit for gifts to public charities is
Posted ByThe IRS has announced the estate and gift tax exemptions for 2023.
Posted ByDomestic equity markets experienced their worst first half of a year since 1970 when the markets closed on June 30, 20221. The S&P 500, as an example, was down 21 percent the first half of this year. Additionally, the bond market has experienced volatility largely due to rising interest rates. Many investors understand that market
Posted ByTaxpayers can make charitable gifts using cash or property. Examples of property commonly donated to charities includes appreciated stock and other marketable securities. The type of asset gifted could affect the amount of the taxpayer’s deduction. This article explains various aspects and planning opportunities for donating cash and property. Understanding Charitable Cash Donations Cash donations
Posted ByWhat is a Spousal Lifetime Access Trust (SLAT)? Spousal Lifetime Access Trust (SLAT) is an inter vivos1 irrevocable trust. The goal of a SLAT is similar to that of a bypass trust: SLATs are generally used to transfer assets out of the grantor’s estate, up to the estate and gift tax exemption amount, while providing
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Living As Long As Rosalyn Carter Or Charlie Munger–A Lot Is Up To You
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In the last two weeks several famous Americans in their 90s (and even 100) have died. Living a long life is not all about fame or fortune. You control many of the factors.
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
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Planning Trips With Family and Friends Is Messy. Here’s a New Solution
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
www.advisorstream.com
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
6 things to do right away if your package is stolen this holiday season
www.advisorstream.com
This holiday season, most of us are expecting packages. If your package has been lost or stolen, reach out to the sender or seller about a replacement or refund. You can also file a claim with the shi...
6 things to do right away if your package is stolen this holiday season
www.advisorstream.com
This holiday season, most of us are expecting packages. If your package has been lost or stolen, reach out to the sender or seller about a replacement or refund. You can also file a claim with the shi...