Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts?

From: www.aaepa.com

Revocable Trusts lay the foundation for many an Estate Plan. They serve various functions, like avoiding probate, planning for incapacity, protecting beneficiaries, and providing continuity after death. Revocable Trusts provide the grantor with flexibility by giving the grantor the right to change the trust during their lifetime. Well-written trusts contain explicit instructions regarding the steps…

Brian Ortiz: Venture Capital vs. Private Equity

From: www.linkedin.com

I’m utilizing two separate sources for this post as both complement each other nicely:

Patrick Roberts, JD from HedgeStone Business Advisors (insights) & Clay Brock from Hadley Capital (image below).

Patrick elaborates… Venture Capital (VC) and Private Equity (PE) represent separate forms of investment…

Estate Planning for Those in Their 30s, 40s and 50s

From: floridaestateplanning.com

Many clients don’t consider visiting with an estate planning attorney until they reach their 60s, 70s or even 80s. That’s a shame because younger clients could benefit from such a relationship in any number of ways.

During the Savings & Loan crisis back in the 1980s, for example, an entrepreneur by the name of Sam Idelson teamed up with David…

The Stock Market History

From: linkedin.com

From the Roaring Twenties to the Tech Boom and beyond, witness the incredible journey of the stock market through time with this stunning visual history.

The 4 expenses retirees most underestimate, and how advisors can help

From: www.financial-planning.com

Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into an assisted living center. But there was one expense that caught Nolte’s family off guard.

Charitable Contributions

From: www.fidelitycharitable.org

Optimize your charitable planning for maximum tax savings

Understanding the tax strategies related to charitable contributions can help you decide how much to give, what asset to give and when to give, so you can provide the maximum amount to charity—and receive the maximum tax advantages for yourself.

Why charitable contributions can help you receive maximum tax advantages

According to the report Giving USA , U.S. families and individuals give…

Charitable Giving and Tax Strategies to Consider

From: www.nerdwallet.com

Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden.

Everyone loves a win-win situation. And that’s the case with charitable giving and its tax benefits — you can do good for others while also doing good for yourself.

When giving to charity, you can lock in tax deductions and save money for your heirs. Consider…

Avoid running into common hazards that occur and diminish retirement funds.

Top 6 Tax Changes You Should Know About for 2022

From: www.taxact.com

Wondering what’s changed in the tax world from last year? We put together the top six 2022 federal tax changes that taxpayers like you should know about before filing your income tax return in 2023.

Tax year 2021 saw major tax changes due to the coronavirus pandemic, but many of those changes went away in 2022. Let’s look at the…