What Role Does Charitable Giving have in Estate Planning?

Why charitable giving? The Entrepreneurial spirit built this country and made it great. Our forefathers made “The American Dream” possible to everyone in this country, regardless of their background or social status. But many self-made men and women contribute heavily to charities. Why are wealthy people prone to giving back? The hard-working people of America…

Read More

Dynasty Estate Planning and Asset Protection

Two Sides of the Same Coin… Usually if you have planned your estate, you have also tried to protect your assets from being taxed. If things are included in the estate, they will be taxed, so assets need to be moved out and made unavailable to the government. Who are we protecting our assets from?…

Read More

How does Tax Planning fit in with Dynasty Estate Planning?

“The Only Two Certainties in Life are Death and Taxes” –Mark Twain –Benjamin Franklin This old adage made profound by Benjamin Franklin and made famous by Mark Twain (Samuel Clemens), still holds true today. Even with the best lawyers, you cannot ethically avoid taxes, and we’re not suggesting that Tax planning will get you out…

Read More

CHARITABLE PLANNING: A FORK IN THE ROAD

You may decide to do charitable planning for several reasons. Some people do it because they want to give back to the community. Some just want a tax deduction. Others don’t have any heirs, and they want a low risk method to ensure they have enough money until they die. Whatever the reason, charitable planning…

Read More