TaxSmart Estate and Gift Series
10 Ways To Make the Most of Your Charitable Donation
As part of your holiday season of giving, consider giving to a favorite charity. It can also serve as part of your year-end tax planning. Additionally, we all want our money to go further, and charitable donations are no exception. Here are some tips to ensure that your donation makes the biggest positive impact:
Video - 10 Ways To Make the Most of Your Charitable Donation
As part of your holiday season of giving, consider giving to a favorite charity. It can also serve as part of your year-end tax planning. Additionally, we all want our money to go further, and charitable donations are no exception. Let Sabina take you through some tips to ensure that your donation makes the biggest positive impact.
Countdown to Estate & Gift Tax Benefits
One of the big changes in the last sweeping tax reform in late 2017 was the doubling of the gift and estate tax exclusion. The result is an additional $6 or $11 million of assets you can transfer to your beneficiaries via gift or estate, tax-free! While the new regulation raises and settles some concerns, it also provides a good reminder why estate planning is important for everyone. Here are a few factors to consider:
Video - Countdown to Estate & Gift Tax Benefits
One of the big changes in the last sweeping tax reform in late 2017 was the doubling of the gift and estate tax exclusion. While the new regulation raises and settles some concerns, it also provides a good reminder why estate planning is important for everyone. Let Sabina take you through a few factors to consider:
7 Financial Questions For Parents This Season
Many Americans are now focusing on their own finances due to the pandemic. But don’t neglect to help those closest to you with their finances as well, especially aging parents. Here are some questions to ask your parents to help them sort through their financial picture.
Video - 7 Financial Questions For Parents This Season
Let Sabina taken you through some questions to ask your parents to help them sort through their financial picture.
Why and How To Update Beneficiary Designations
Are your beneficiary designations out of date? Do you even know which accounts have beneficiaries and whom you’ve designated? It’s easy to lose track of what should go where, but it’s one of the most important pieces of your proactive financial strategy.
Use our quick guide to review and update your financial accounts and safeguard your assets!
Video - Why and How To Update Beneficiary Designations
Let Sabina take you through our quick guide to review and update your financial accounts and safeguard your assets.
How to Choose an Executor for Your Estate
One of the most important decisions you’ll make when crafting your estate plan is whom to put in charge. Here are other factors to consider when selecting someone to settle your final affairs.
Video - How to Choose an Executor for Your Estate
One of the most important decisions you’ll make when crafting your estate plan is whom to put in charge. Let Sabina take you through some other factors to consider when selecting someone to settle your final affairs.
