Retirees' Guide to Giving for the Greatest ImpactThe need for charity is climbing, particularly to combat the rising poverty, hunger and homelessness from the pandemic’s economic fallout. Here's how you can help.The recession and global pandemic are hitting charities where it hurts the most: in the …
Articles
Here’s what Joe Biden’s tax proposals mean for American households
Here’s what Joe Biden’s tax proposals mean for American householdsAn overhaul of tax incentives for American families could be in the cards if Democratic candidate Joe Biden wins the White House.In his tax plan, the former vice president called for an expansion of the tax credits families currently …
Top Ten Estate Planning Recommendations before the End of 2020
Top Ten Estate Planning Recommendations before the End of 2020If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before the end of the year, you undoubtedly will receive these over the next few months. …
The Five Best 2020 Tax Planning Ideas
The Five Best 2020 Tax Planning Ideas2020 will be a year to remember for decades to come. In the world of tax and retirement planning, it’s brought opportunities for advisors to present to clients. But unlike those in other years, 2020’s opportunities should be seized now—taken advantage of before …
Don’t Overlook Your Trust Funding
Don’t Overlook Your Trust FundingIf you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding. Trust funding is a critical step in estate planning that many people either …