Client Alert

5 Ways You Can Gift Assets To Charity

Charitable giving can leave a legacy of generosity for years and even decades after you have passed away. Not only does charitable giving have a philanthropic appeal, but it provides enormous income, state, capital gains, and gift tax deduction benefits. While some donors gift money during their lifetime, others bequeath assets to charity through wills and trusts that go into effect upon their deaths. Depending on the type of charity […]

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Client Alert

How Are Collectibles Appraised In Probate?

You are sorting through your deceased parent’s assets when you stumble upon their beloved stamp collection. You research the stamps and discover that they could be worth a substantial amount of money. In probate, it is critical to have collectibles appraised when compiling an inventory of the estate’s assets. As a personal representative, it can be a good idea to understand the basics of appraisals during probate and what you […]

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Client Alert

Strategic Planning Can Prevent Inheritance Theft

Inheritance theft can occur right under family members’ noses and, sometimes, the thieves will even get away with it. Fortunately, there are things you can do to protect your unsuspecting heirs and prevent a person with ill intentions from succeeding in their thievery. First, you must know what inheritance theft looks to prevent it from happening to your own estate. Types Of Inheritance Theft The larger one’s estate is, the […]

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Client Alert

Ask Yourself These Questions Before Assuming The Role Of Executor

Just because you have been named the executor of an estate does not mean that you must accept the position. In fact, before you do, you should decide if you are best-suited to assume the role. Being the executor of a high-asset estate comes with far greater challenges than many executors of small estates will face. With so much on the line, it is critical to take a step back […]

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