With the 2018 tax law changes, many individuals may find themselves no longer in a position to itemize deductions. If you have appreciated securities, held for longer than twelve months, donating them to the Donor Advised Fund (DAF) can increase both your tax savings and the amount that the charity receives.
If you are preparing for a meeting with your financial advisor—whether as part of an ongoing relationship or exploring a potential new advisor—there are some questions you should ask in order to more deeply understand your risks. Use these 5 questions as a backdrop for a meaningful discussion about your financial health and future, so that you can become a truly informed consumer.
Once a marriage has broken down and a decision is made by one or both parties to divorce, the impact can be devastating. Devastating not only to the individuals involved, but also to the children, family, friends and employers of the divorcing couple. Divorce not only has a traumatic emotional impact, but a financial impact as well.
ESTATE TAXES CHANGES YOU SHOULD BE AWARE OF Increased Estate & Gift Tax Exclusions Under Pre-Act law, the first $5.6 million of transferred property (as … Read More
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