On this day of thanks, we wanted to remind you about the various opportunities for giving. Many of our clients have a philanthropic intent but just do not know exactly how to, when to, and how much to give. Maggie Green wrote about incorporating philanthropic education into your estate plan even after you pass away. […]
If you have a young adult child coming home for the holidays, the Thanksgiving table might serve as a good opportunity to talk with them about estate planning. While most young adults do not own property or have children that may necessitate a Will, two major estate planning documents are often overlooked by young people […]
May 29, 1917 – November 22, 1963 Today marks the 50th anniversary of the assassination of John F. Kennedy. For the past few weeks, news outlets have been recounting the events surrounding November 22, 1963 and the aftermath of that day. The death of JFK wasn’t the first tragedy that the Kennedy family had suffered […]
Jamie Held previously discussed how disclaimer planning can be useful in incorporating flexibility in uncertain tax situations, and Jen Santini discussed how to properly disclaim a bequest under MN and federal law. This post focuses on a different aspect: how disclaimer planning can be useful for non-tax purposes. Disclaimers in General To review, disclaimers can […]
Last week the company Snapchat, and its founders, made headline news when they rejected a $3 billion deal from Facebook. Why did they reject the offer? It has been reported it was because they felt there was more to earn down the road. Did they pass up a deal of a lifetime? Or will they […]
While long proven to be a delectable meal, a sandwich as applied to the “sandwich generation” is significantly less appealing. For many of us, we are facing a time where our parents and our children need us simultaneously – and frequently this is occurring during a period in our professional lives when our employers’ and […]
February 3, 1894 – November 8, 1978 Norman Rockwell is an American artist, whose works of art often portrayed a certain innocence regardless of the subject of the paintings. Rockwell was born in New York City and began his career as an illustrator. He painted his first cover for The Saturday Evening Post when he […]
As discussed in a previous post, preparing for a death of a spouse can be extremely difficult and nearly unbearable to even think about. However, it is important to understand the financial impacts so that, if and when the time comes, the surviving spouse is equipped with the right information and is organized. This preparation […]