Posts Tagged ‘assets’
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…
Read MoreGuest 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…
Read MoreGuest 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…
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