Tips for Including a Charity in Your Estate Plan

 by Freeman Green Thinking about including your favorite charity in your estate plan? Here are four simple, but important, items to consider. Name and Taxpayer Identification Number Start by obtaining your charity’s legal name and unique nine digit taxpayer identification number (also known as an “Employer Identification Number” or “EIN”). Your charity can provide you

Who’s Yo Beneficiary? No, Really.

The Surprising Importance of Proper Beneficiary Designations By Jeff Moore Most of us have some form of a “beneficiary-designation asset,” such as a life insurance policy, an Individual Retirement Account (IRA), a 401(k) or other retirement account, an annuity contract, or any other type of asset that permits the naming of a beneficiary to receive

Preparing for Retirement

By Freeman Green Hoping to retire in the near future? Here is an overview of seven things to consider. Plan for Health Insurance Affordable health insurance is one of the biggest obstacles to retiring prior to age 65. Group coverage is typically less expensive than purchasing individual coverage. Look for group coverage through professional associations,

An Estate Planner’s Take on the 2012 American Taxpayer Relief Act

Out With the New and in With the Newer By Jeff Moore Like most of you, I too, put all of my New Year’s celebrations on hold until I finally heard that Congress passed the 2012 American Taxpayer Relief Act (“ATRA”) on January 1, 2013, and saved the nation from the “fiscal cliff.” While many