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March 2017 Archives

Spring cleaning: Getting your estate in order

As frigid winter days give way to spring breezes and blossoming plants, many people traditionally take some time to clean out the old and welcome the new. For most people, spring cleaning usually takes the form of opening the home, cleaning out clutter and doing a deep clean of items that don't get everyday treatment, such as baseboards. You can turns the same attention to detail to estate planning to ensure you are prepared for the future, and spring is a great time to do it.

3 reasons estate planning is a smart move for 30-somethings

Estate planning is for everyone, not just those who are firmly established and have what is perceived as abundant wealth to share. The truth is that you probably have something you want to safeguard for your loved ones, no matter what economic stage of life you are in. For 30-somethings, estate planning should be a no-brainer; here are three reasons why.

What tax benefits are available from a charitable trust?

A charitable trust, also called a charitable remainder trust, lets you leave assets to a charity of your choice after you are gone. The trust can also put some conditions on how and when those assets might be used by the trust, so you can be sure your wishes for your legacy are protected. Another benefit of this type of trust is that it can help alleviate some tax burdens. Here are three tax benefits associated with charitable trusts.

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