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You Can Make a Gift to Charity and Recover Your Capital
Posted November 2016

You may know that if you itemize deductions, you recover some of the capital from a charitable gift. But you may not be aware ...

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You Have Charitable Options for Your Required Retirement-Plan Distributions
Posted October 2016

For those of you who are at least 70½—and beginning this year there are more and more of you—you have reached the age at which required minimum distributions (RMD) must be taken ...

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Overseas Travel Often Triggers Estate Planning
Posted September 2016

Nothing stimulates estate planning like a trip overseas. While a vacation trip within the continental United States may prompt people to review estate-planning documents ...

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5 Reasons People Delay Making or Updating Their Wills
Posted August 2016

When people focus on their estate plans, they often discover that they are capable of providing for loved ones and charities to a degree they had not supposed.

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