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Estate Planning for College-aged Children

If your son or daughter currently is home from college on winter break, now is a good time to sit […]

Posted By 36creative
In Individual Tax, Trusts and Estates
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October 5, 2017Posted By Tonneson

Mastering the art of charitable giving

Charitable giving is a key part of estate planning for many people. If you’re among them and own valuable works […]

August 9, 2017Posted By Tonneson

Don’t overlook tax apportionment when planning your estate

If you expect your estate to have a significant estate tax liability upon your death, be sure to include a […]

May 1, 2017Posted By Tonneson

Asset valuations and your estate plan go hand-in-hand

If your estate plan calls for making noncash gifts in trust or outright to beneficiaries, you need to know the […]

April 14, 2017Posted By Tonneson

Know the ins and outs of holding joint title to property

Owning assets jointly with one or more children or other heirs is a common estate planning “shortcut.” But like many […]

March 29, 2017Posted By Tonneson

Direct tuition payments may benefit your grandchildren and your estate plan

Grandparents often want to play a role in financing their grandchildren’s education. If you’re one of them, it’s important to […]

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