Women have a rich history of philanthropy, gaining respect and social agency along the way. To appreciate just how much philanthropy has shaped women’s role in society, one must travel back...
Category: Estate Planning Articles (2022)
The following article outlines proposed changes at the time it was written. Please note that legislative proposals can be changed, removed or approved during the negotiation process. As...
Medicare is health insurance provided by the government with a small premium that will either be billed to you, or if you are collecting social security, it will be deducted from your check. ...
Five Questions to Guide Family Discussions on Charitable Giving
Making a charitable plan is often a large task that takes thoughtful preparation. Family members may have diverse perspectives and varied philanthropic priorities and interests, making the task more...
Harold and Wilma recently left their home state of New York to retire early in the state of Florida. They spent the last two weeks making numerous appointments with doctors, lawyers, accountants,...
Caveat Donor: Estate Planning and the Importance of a Qualified Appraisal
Often, a significant portion of an individual’s net worth is derived from an ownership interest in a closely held business, partnership, or LLC. Therefore, an important element of estate...