Estate Planning Simplified: Understanding Wills & Trusts
While it can be easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways. Without the proper planning, your heirs coul …
Estate Planning Checklist
Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family. If you’re not sure where to begin, our estate planning checklist can help you get …
Is a Donor-Advised Fund for Charitable Giving a Good Fit?
A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …
Charitable Giving Strategies in a High-Income Year
The end of the year offers an ideal opportunity to look both forward and backward—reflecting on recent achievements while setting goals for the upcoming months. For many people, it’s also a time to review their finances and identify charitable moves that can help lower their tax bill. If y …
Including Charitable Giving in Your Financial Planning
If you’re interested in making a lasting impact for the causes that matter most to you, you may want to include charitable giving in your financial plan. In this on-demand webinar, Carson’s Heather Zack, Private Client Services – Solutions Strategist, will share information about charitable …
How Can I Donate in the Most Efficient Way Possible?
There are countless ways to give—from dropping off your old couch at local donation center to volunteering at the local soup kitchen. When it comes to monetary gifts, it’s worth thinking through how to give in a way that both supports your values and helps maximize tax savings.
How Estate and Gift Taxes Can Impact Your Financial Plan
Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifting as it relates to your overall estate plan?
Why You Might Need a Power of Attorney
Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.
7 Tips to Successfully Transfer Wealth to Your Kids
70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation. Download Guide
Knowing When to Update Your Estate Plan
From the family tea set to the most complex estate, transferring wealth is quite common. What’s less common, but just as important, is outlining a specific plan for this transfer and updating it as circumstances change.
COMPLIMENTARY RESOURCE
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
