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Archive: November 2016




Nov
30
2016

Charitable Giving Made Easy With Your IRA

Posted by Danielle Streed

As we exit the Thanksgiving holiday and get ready to enter the Christmas seasoning it is a great time to talk about charitable giving. When people ask what will I give, what can I give or what gives me the best tax advantage, there is one easy answer.  In December 2015 the charitable IRA rollover [Read More...]



Categories: categoryEstate Planning



Nov
08
2016

Documenting Debt

Posted by Danielle Streed

Many parents loan money to their children throughout the course of their lifetime.  The problem is that many of these parents do not document the debt or keep a log. At death, the job of deciphering the notes is left to the successor trustee or administrator.  Many times it is difficult to determine [Read More...]



Categories: categoryEstate Planning


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