As we approach the end of the year, it is time to consider giving a year-end donation to your favorite charities. There are still many tax -favored ways to give. Here are some to consider: Give appreciated stocks or mutual funds. If you have appreciated stocks that you have owned for 1 year … [Read more...] about Year End Gifts You Can Make to Charity
How Do Advanced Directives Work?
Advanced directives are for end-of-life care as well as periods of temporary incapacity. Most people believe they are just for frail elderly people. But nearly anyone can be in an incapacitated state where they are unable to speak for themselves. You’ve probably heard the term “advanced … [Read more...] about How Do Advanced Directives Work?
Healthcare Directives—What’s Recommended
When you visit your doctor, you have the opportunity to make informed choices about your healthcare. Whether it’s a prescription to treat high blood pressure or hypertension or something more serious like cancer, you’ll discuss these things with your healthcare provider before beginning or changing … [Read more...] about Healthcare Directives—What’s Recommended
How Your Will Is Part Of Estate Planning
If you’ve recently married, remarried, had children or grandchildren, or had other new life events, you may not yet have an estate plan. But in any stage of life, it’s important to make arrangements for your loved ones. Whether you’re starting your estate planning or are regularly reviewing it, a … [Read more...] about How Your Will Is Part Of Estate Planning
Using A Donor Advised Fund to Give To Charity
Many people include gifts to charities in their wills and trusts. The most common way of accomplishing this is by naming a specific charity as a beneficiary. A donor advised fund (DAF) has also become a popular way of giving to charity that could be beneficial for your estate plan and your … [Read more...] about Using A Donor Advised Fund to Give To Charity
