Jun 4, 2025

5 Easy Tips to Simplify Your Charitable Giving

By |June 4th, 2025|Planning|Comments Off on 5 Easy Tips to Simplify Your Charitable Giving

5 Easy Tips To Simplify Your Charitable Giving Will you be donating to charities this year? The Internal Revenue Service (IRS) reminds us that you must itemize deductions on Schedule A of your tax return to claim a deduction for charitable gifts. The following five tips can also help ensure that your charitable gifts count. [...]

Mar 7, 2025

Planning For The Unthinkable: Essential Tools For Parents Of Minor Children

By |March 7th, 2025|Planning|Comments Off on Planning For The Unthinkable: Essential Tools For Parents Of Minor Children

Planning For The Unthinkable: Essential Tools For Parents Of Minor Children Approximately three-fourths of Americans do not have a basic will. Many of the same people also have children under the age of 18, which underscores a major misunderstanding about estate plans: They can accomplish much more than just handling financial assets (money, accounts, and [...]

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