"Lifetime Charitable Giving" by Attorney Cristol Wagner (Audio) Clients are often curious about the best way to donate to charitable organizations during their lifetime. While there is no wrong way to donate, there are a few options for charitable giving that can help minimize income taxes or even reduce the value of your estate to avoid estate taxes while also accomplishing … [Read more...] about Charitable Giving During Your Lifetime: Maximizing Your Impact
End of the Year Reminders
As we approach the end of the year, we become busy with holiday celebrations, visits with family and friends, and vacation. Our to-do lists grow longer and many items and resolutions are pushed to the next year. However, it is important to keep in mind various deadlines, whose dates are not as flexible as some of our other goals. Minimum required distributions If you are age 70 ½ and … [Read more...] about End of the Year Reminders
End of the Year Reminders (Audio)
"End of the Year Reminders" by Attorney Brooke J. Shemer … [Read more...] about End of the Year Reminders (Audio)
Family Incentive Trust is Alternative to Disinheriting
Recent headline news reported that actor Philip Seymour Hoffman left his entire estate to his girlfriend and nothing to his three young children, therefore disinheriting them. It is reported that he did not want to create “trust fund kids”, or kids that live off a trust and never have to earn a living for themselves. Through Mr. Hoffman’s planning, there is no provision for financial support … [Read more...] about Family Incentive Trust is Alternative to Disinheriting
Family Incentive Trust is Alternative to Disiheriting
"Family Incentive Trust is Alternative to Disinheriting" by Attorney Colleen Sinclair Prosser … [Read more...] about Family Incentive Trust is Alternative to Disiheriting
“Ten Essential Estate Planning Facts” – Audio
"Ten Essential Estate Planning Facts" by Attorney Nicole Livingston … [Read more...] about “Ten Essential Estate Planning Facts” – Audio
The Great Give – May 7th and 8th (Today and Tomorrow!)
The Community Foundation of Anne Arundel County is launching its inaugural 24 hour on-line fundraising event called “The Great Give”. It begins at 7:00 p.m. on May 7th and ends at 7:00 p.m. on May 8th. Everyone is encouraged to participate. The purpose of The Great Give is to raise awareness of local charities, their missions and their needs, to raise funds for local charities, and to inspire … [Read more...] about The Great Give – May 7th and 8th (Today and Tomorrow!)
The Great Give – May 7th and 8th (Today and Tomorrow!)
The Community Foundation of Anne Arundel County is launching its inaugural 24 hour on-line fundraising event called “The Great Give”. It begins at 7:00 p.m. on May 7th and ends at 7:00 p.m. on May 8th. Everyone is encouraged to participate. The purpose of The Great Give is to raise awareness of local charities, their missions and their needs, to raise funds for local charities, and to … [Read more...] about The Great Give – May 7th and 8th (Today and Tomorrow!)
