Two Options for Creating a Charitable Legacy: Lifetime Gifts and Charitable Bequests at Death
Estate planning is about more than just distributing assets; it’s an opportunity to reflect your values and legacy. Here are two options for making charitable contributions while creating a charitable legacy.
The One Big Beautiful Bill Act Provides Certainty for Estate Planning
The One Big Beautiful Bill Act permanently makes advantageous changes to the federal gift and estate tax exemption amount. Here’s the story.
Create an Estate Planning Road Map Using a Letter of Instruction
An estate planning “road map” can act as a catchall for your final thoughts. Write them down in a letter of instruction.
When Moving Out of State, Review Your Estate Plan
When moving to a new state, it’s a good idea to review your estate plan to ensure it complies with your new home state’s laws and accurately reflects your current circumstances.
Tech-Driven Capital Spending at the Forefront of Current Bull Market
The S&P 500 closed Q1 with an impressive 12.9% earnings growth—nearly double what analysts projected.