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Estate Planning Articles

Here are a few articles that may be of interest:

Top Tax Strategies To Make The Most of Your Charitable Gifts

Charitable giving is an important component of many people’s financial plans. Regular donations bolster causes and organizations you care about and can add purpose and meaning to your life. As a secondary consideration, it can also lessen your tax burden. Since tax planning and charitable giving go hand in hand, below I will walk you through some fundamental steps to maximize your giving strategy.


Now’s a Good Time to Review (or Prepare) Your Advance Directive

In this time of the coronavirus pandemic, the threat of death is in the news daily and literally permeates the air we breathe. In light of this, and for the sake of focusing on things that we ourselves can control, I wanted to spend some time discussing Advance Directives.



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