The Ultimate Guide to Finding Reputable Charities for Your Donations

The non-profit sector is quite large. Did you know the number of non-profit organizations in the USA as per the latest study stands at 1.5 million? The National Center for Charitable Statistics has registered this number, including the private foundations, public charities, and other non-profit organizations. With such a high number, it would be pretty difficult to […]

Around the Web: Three Tax Threats to Your Estate Plan

While you may feel at ease because you have created an estate plan, it’s important to remember that in order for it to remain effective and successful, you must review and make alterations on an annual basis. This article discusses the 3 major tax threats of which everyone should be aware. One such issue is […]

Around the Web: Debunking the Most Common Estate Plan Myths

Unfortunately, there are many myths surrounding estate planning that often can prevent people from getting involved in the process or updating their existing plans. From assuming that a will is all you need, to thinking that estate plans are only for the wealthy – there are numerous misunderstandings regarding the importance of the planning process. […]

Around the Web: How To Make A Plan To Exit Your Business On Your Terms

Own a Business? Start Exit Planning as Early as Possible! If you are a business owner, being prepared for your inevitable exit from your business is crucial to a successful retirement. By making these plans early on, you may avoid or minimize any issues that can arise from your departure and help make the transition […]

5 Steps to Take for Long Term Care Planning

No one knows what the future holds, but for 70 percent of those over 65, we do know this: long-term care is on the horizon. As we age, our bodies change, and we start needing extra help. But some of us will require more than a helping hand. Whether it’s a long-term disability or the onset of […]

Around The Web: Benefits of a Trust Can Outweigh Those of a Will

If you are considering planning your estate, it might be beneficial to look into a trust instead of a will. While both wills and trusts help with distributing property and assets after your death, a trust is much more private and specific. They also can make things easier on your family and friends after your […]

Facing the Facts: What Does it Mean to Probate a Will?

There comes a time in our lives where we have to plan for the future. People write a will to make things easier for their loved ones. However, this isn’t always the case, and estate planning can be a lot harder than it may seem. Read on to find out what it means to probate a will […]

How to Maximize Your Donations with Charity Planning

In the U.S., individuals donate almost $400 billion every year to qualified charities that are in need, helping people from all over. By doing some charity planning and making an effort to track your giving, you can ensure that you get the most tax benefit that you can from your giving. While you shouldn’t give only for […]

When Should You Re-Evaluate Your Estate Plan?

Having a will and estate plan in place are very important steps toward securing the future of your assets. However, it is almost equally important to update your estate plan in the event of a large milestone or change in your life, such as a divorce or retirement. This article recommends that once a person […]

Around The Web: No Children? Why You Still Need an Estate Plan

Don’t Wait – Plan Your Estate Today Estate planning is different for everyone and it’s an extremely personal process. It’s also not just for married couples with children – single individuals and couples without children still need to have an estate plan in place. Without one, you might be inadvertently putting your loved ones in […]