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...
Your Divorce Decree: The First Step in Estate Planning

Your Divorce Decree: The First Step in Estate Planning

You and your spouse have recently divorced, and the judge has signed the divorce decree. Now what? Although you may feel that you have spent enough time and money on lawyers, there is one last attorney you need to talk to: an estate planning attorney. If you and your...
Who Is Part of Your Professional Team?

Who Is Part of Your Professional Team?

If you are like most Americans, you have at least one to-do list. You might also use lists when you are shopping, brainstorming, setting goals, and planning for events. To-do lists, grocery lists, bucket lists . . . the list goes on. However, there is one crucial list...
Can Someone Else Pay for My Estate Plan?

Can Someone Else Pay for My Estate Plan?

Can Someone Else Pay for My Estate Plan? Estate planning is not just for the wealthy. Every adult should have an estate plan, yet surprisingly, most Americans do not. The perceived cost of creating one is among the most cited reasons for a lack of estate planning. The...