Estate Planning
The many uses of ClientDocx
For many DRC clients, ClientDocx – DRC’s secure, online vault – is an important tool for storing and sharing their Estate Planning…
Rule allowing tax-free IRA distributions of up to $100,000 if donated to charity, is retroactively extended through 2013
Rule allowing tax-free IRA distributions of up to $100,000 if donated to charity, is retroactively extended through 2013 Did you happen to…
Life and Death Online: Who Controls a Digital Legacy?
With so much of one’s life in some form of online, digital media – coupled with patchwork body of law and requirements…
Health and Education Exclusion Trusts (HEETs)
Do you like taxes? Do you like taxes on gifts you’d like to make to your grandchildren? Do you have an oddly…
Giving $5 Million in 26 Days
You may not have 26 days left, but there’s still time to tax advantage of the year end gifting opportunity of your…
Estate Planning for Young Professionals: 10 Things to Do Right Now
Fellow WealthCounsel member Michael Brennan, an estate planning practitioner in Illinois, Wisconsin and Minnesota, recently offered some thoughtful advice for young professionals on WealthCounsel’s free…
WSJ: Ten Questions to Ask Before Making a Big Gift This Year
As an appropriate follow up to our recent blog on charitable donations and the upcoming election, the Wall Street Journal this morning offers an…
Should older givers wait to make charitable donations until after the election?
A recent Wall Street Journal article, http://professional.wsj.com/article/SB10000872396390444450004578002112287693002.html?mg=reno-wsj, notes that there is banter in D.C. about reviving the tax rule that allowed taxpayers over…
Top 10 Benefits of a Comprehensive Power of Attorney
The Top 10 Benefits of a Comprehensive Power of Attorney The benefits of a highly detailed, comprehensive power of attorney are numerous….
Estateplanning.com
These are exciting times in the DRC estate planning office as the current tax regime is well on its way to a…
