Charitable Giving

Charitable Giving

Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe...

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Life Insurance and Estate Planning

Life Insurance and Estate Planning

What are the benefits? Peace of mind You believe your assets are going to increase, but you aren't rich. You want to protect your children in case something happens to you before you become wealthy. In this case, buy insurance and name your spouse or children as...

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How can I minimize taxes on my estate?

How can I minimize taxes on my estate?

This question may seem simple, but the answer is not so easy. In fact, there are experts who make their living answering just this question. Estate tax liability depends on the year in which you die and the value of your estate when you die (see the following...

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This website contains general information about the services offered but should not be relied upon for specific advice about your wealth and estate planning, investing, insurance or tax matters. It does not provide legal advice. Consult professional advisors for specific information.

What do you envision for your future?