A comprehensive estate plan provides a roadmap for your loved ones. While most people think about things that happen after their death, the estate plan also encompasses specific points about what will happen if you become incapacitated. One of the most important...
Month: November 2023
What should you consider while choosing beneficiaries?
Planning for the future involves more than just financial considerations. It is about ensuring that people pass on your legacy according to your wishes. One aspect of this process is selecting beneficiaries for your assets. This decision demands careful thought and...
Maximizing the tax benefits of charitable gifts
Giving to charity is a good thing, and you can make it even better for your taxes with some smart thinking. Here is an example: if you donate from your retirement accounts like IRAs or QRPs, you can get some significant tax benefits. Usually, these accounts get taxed...
