/Tag: estate planning goals

How to address digital assets in your estate plan

By |2018-07-27T23:58:01+00:00July 30th, 2018|Categories: Estate & Trusts, Tax Planning|Tags: , , , , , |

Digital assets, including things like online bank and brokerage accounts, digital photo galleries, and even email and social media accounts, are just as important to include in your estate plan as material assets.  If you die without addressing these assets in your estate plan, your loved ones or other representatives may not be able to [...]

Charitable remainder trusts can provide a wealth of benefits

By |2017-11-10T21:26:51+00:00November 10th, 2017|Categories: Estate & Trusts|Tags: , , , , , , , , |

Charitable remainder trusts (CRT) may be a great estate planning strategy for the charitably inclined. A CRT allows you to support a favorite charity while potentially boosting your cash flow, shrinking the size of your taxable estate, reducing or deferring income taxes, and enjoying investment planning advantages. How does a CRT work? You contribute stock [...]

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