November 12, 2018

The wealth and notoriety that celebrities possess often amplifies the costs and issues that arise from an estate plan that was either poorly conceived or implemented. View the slideshow from wealthmanagement.com and learn valuable lessons that everyone should avoid, regardless of their celebrity status. Click on the following link to view the article:

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July 6, 2017

A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF is similar to a private foundation but requires less money, time, legal assistance, and administration to establish and maintain. A DAF also enjoys greater tax advantages than a private foundation.

What is a donor-advised fund (D...

July 5, 2017

You should be aware of some of the tools available to defer the payment of taxes on your income. When tax rates are stable, it's wise for you to defer as much income as possible from one year to a later year in order to postpone payment of tax. This allows you the use of more money for a longer period of time. Postponing receipt of taxable income may also...

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