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August 2017

You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity
Is it truly necessary for us to have wills? My spouse and I own our home, cars, and bank and investment accounts in joint tenancy with right of survivorship, and we have ...

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Previous Articles

A Charitable Solution for Low Return on Your Investments

IRA Rollover Can Reduce Tax on Social Security Benefits

Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future

How Much of a Deduction Will Your Charitable Gift Generate? You Choose!

A Charitable Solution to an Unwelcome Surprise

Double Duty: A Gift to Charity and to Family

Six Ways to Transfer Assets

Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance

You Can Make a Gift to Charity and Recover Your Capital

You Have Charitable Options for Your Required Retirement-Plan Distributions

Overseas Travel Often Triggers Estate Planning

5 Reasons People Delay Making or Updating Their Wills

Give Property Before It’s Too Late to Avoid Tax on Capital Gain

Ask Yourself These Four Questions When Planning a Charitable Gift

“Twilight Relationships” Require Careful Planning

Four Easy Ways to Make a Future Gift Without Changing Your Will

Charitable Gifts Can Help Reduce Estate Taxes

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