Creative Solutions. Dedication. Guidance.

Month: May 2014

Who Will Inherit My Estate?

Who will  inherit your estate depends on whether or not you have an estate plan completed. If you have a Will or a Trust, you have designated beneficiaries that will receive the value of those assets which remain in your estate at the time of your death.If you do...

Tips for Deducting Charitable Donations

Deducting charitable donations is important for both the donor and the charitable organization.  To obtain a charitable tax deduction and/or to offer to the public a charitable donation opportunity, the organization MUST be a qualified organization under the...