Do Americans donate to charity because they want to, or for the tax benefits? Unfortunately for the non-profit sector, the numbers for 2018 reflect a downward turn. Americans gave generously in 2018, unless you adjust for inflation. If you do…
An outreach campaign created to boost awareness of the problem of financial elder abuse was announced by District Attorney Summer Stephen. The DA also reminded employees of the city’s financial institutions that they have responsibilities as legally mandated reporters. The…
Saving for retirement involves a variety of investments, including domestic and international stocks, mutual funds, cash and bonds. T-bonds are liked by many people, because they are backed by the “full faith and credit” of the U.S. federal government. However,…
Having a living will and a power of attorney for healthcare will allow a designated person to make decisions on your behalf, when you are unable to communicate your wishes. This may be more important for a single person than…
See if you remember this: you started at your new job with a meeting with HR. You signed a lot of paperwork, agreeing with corporate policies and acknowledging receipt of the company handbook. You also named a person or persons…
Through a planned giving donation from one couple’s estate and a second donation from an anonymous donor, this community foundation is positioned to do a great deal of good in the coming years. With two donations totaling more than more…
We hear a lot about the importance of having the right mix of large and small caps, domestic and international, bonds and other investments, to create a strong and stable investment portfolio. The same thing is true, when it comes…
Talk about playing favorites! If these accounts are true, then only one of Angelina and Brad Pitt’s six children will inherit all of Angelina’s wealth. As reported by the Hollywood News Daily in its article, “Angelina Jolie Plans To Leave…
We never know when tragedy will strike, an accident occurs, or a diagnosis of a serious illness is given. Having an estate plan, including these specific documents, is part of being a responsible adult and preparing for whatever the future…
With less room for error, it makes sense that someone with a modest home and retirement savings needs estate planning to protect their families. When a billionaire loses half of his wealth in a divorce, they’re still wealthy. But when…