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Pros & Cons: Co-Ownership of your Home
Given the number of cons, seeking alternative methods to transfer a home to beneficiaries efficiently is suggested. If probate avoidance is a goal, a revocable trust or a transfer on death deed should be considered.
It's Gifting Season!
Whether you gift your time, drop cash in the Salvation Army bucket, or make larger donations to charity via appreciated securities, every ounce of your giving helps fund a greater cause.
Wealth Transfer Strategies
Invariably, the end goal is to lower the overall value of your estate to limit your estate tax liability. There are several ways in which to reduce your taxable estate.
New Tax Incentives for Giving to Your Favorite Charity - Your Questions
Did you know the CARES Act includes favorable tax benefits for cash gifts made to qualifying charitable organizations this year?
