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Category: Newsletters and Articles
With our eyes on celebrating the end of 2020, one item to check off your to-do list is a year-end estate plan review. Below are a few top items to review. Life Events of 2020 The first item to consider is recent life events that are material. Material events are […]
Frequently Asked Questions About Gifts in a Divorce We’ve all seen the commercials during December suggesting the perfect gift for your spouse is a new car, a piece of jewelry, or an expensive piece of sports equipment. Sometimes one spouse will put a piece of property into the name of […]
The last quarter of the year is a traditional time for reviewing your estate plan and completing gifts. 2020 presents many unique opportunities to supercharge gifts because of the economics of the COVID-19 pandemic. Historically low interest rates and depressed asset values present the opportunity for maximum leveraging of the […]