Why You Might Want to Create a Donor-Advised Fund


A DAF can be a great way to give, with potentially great tax breaks. Do you regularly donate to charities and other non-profit organizations? Then you may want to open a donor-advised fund.   Donor-advised funds are becoming popular. It is easy to see why. They offer potential tax perks, and in some instances, a [...]

Why You Might Want to Create a Donor-Advised Fund2018-11-07T15:06:32+00:00

When Someone Dies Without a Will


Where do things proceed from that point?   Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.   When no valid will exists, state intestacy laws dictate how assets are distributed. These laws divide an estate evenly (or [...]

When Someone Dies Without a Will2017-04-07T17:57:59+00:00

Consider an IRA Charitable Rollover


If you want a tax break and want to help a non-profit, this may be a good move.   Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover may be a good financial step to [...]

Consider an IRA Charitable Rollover2016-04-19T17:30:10+00:00