Top Ten NON-Tax Estate Planning Tips
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Historically, planning to avoid paying estate tax when you pass away was a top-priority discussion for many families. However, estate taxes currently apply only if you have an estate worth more than $11.7 million (and twice that if you are married). Obviously, that means most people […]
Guest Blog – 5 Gift Options for Tax Savvy Charitable Planning
By Lauren Iwema, CAP®, Senior Advisor, Charitable Estate Planning for the American Heart Association Maybe you’re charitably minded or perhaps you have a tax situation such as a high-income year from selling a business or property? Then consider five ways to make a charitable gift. One thing is clear in working with […]
Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?
Home Care Assistance v. Assisted Living: Which is Better? By Pam Foti, Co-Owner and Elder Care Advocate at VESTA SENIOR NETWORK. “Hi, my name is Jane. The social worker at my mom’s rehab facility told me I should reach out to you. What is it that you do? I’m really hoping that you can help […]
