An estate plan is not just for high-net-worth individuals, it’s for everyone who is single, has a spouse, has a partner, has dependents, owns a business, has investments, has retirement funds, owns property, or has material possessions of value such as a car. An estate plan may reduce estate taxes and shield your beneficiaries from…
As Americans, we can take pride in the fact that we are a nation of givers. And as the economy improves, charitable giving is on the rise. In fact, according to the National Philanthropic Trust in 2020 total charitable giving from U.S. individuals, corporations, foundations, and bequests exceeded $471 billion with 69% coming from individuals.(1) …
An estate plan is not just for high-net-worth individuals, it’s for everyone who is single, has a spouse, has a partner, has dependents, owns a business, has investments, has retirement funds, owns property, or has material possessions of value such as a car. An estate plan may reduce estate taxes and shield your beneficiaries from…
