by Carrie | May 12, 2022 | Uncategorized
Reason Number Four: PHILANTHROPIC GIVING Currently, you may gift up to $16,000 ($32,000 for couples) per year to any number of individuals without triggering gift taxes. Gifts in excess of this amount are applied against your lifetime gift tax exemption. If you...
by Carrie | May 11, 2022 | Uncategorized
Reason Number Three: PLANNING FOR A DISABILITY Given today’s longer life spans, you may wish to develop a plan for the possibility that you may experience a disability in later years that impairs your ability to manage financial affairs. This is one reason a person...
by Carrie | May 10, 2022 | Uncategorized
Reason Number Two: PROTECTING ASSETS AND AVOIDING TAXES Greedy relatives aren’t the only ones from whom you need to protect your assets. Litigation, malpractice claims, creditors and divorce are examples of potential scenarios that must be considered when creating...
