Anita Thompson

The Value of Family Philanthropy

May 1, 2018

Intergenerational giving provides an opportunity to animate your family values and to begin to establish a lasting philanthropic legacy for your family.

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You May Live Longer Than You Expect

Apr 30, 2018

Take a look at some statistics on longevity and the related need to adjust your financial plans:

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Is a Trust Right For You?

Mar 7, 2018

This article gives a good overview of the uses of trusts, but note the estate tax exemption is doubled under the new tax law for years 2018-2025.

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TRUST PLANNING: WHO DO YOU TRUST?

Mar 5, 2018

Non-Tax Considerations Depending on the size and nature of your estate, you may want to consider a more simplified Will while the estate tax exemption remains high, and you may be wondering whether you can dispense with the use of trusts in your plan. Aside from tax...

Giveth the Taxman

Feb 27, 2018

On December 22, 2017, President Trump signed the highly anticipated “Tax Cuts and Jobs Act” of 2017. Significant gift/estate tax relief is provided by the new law. Notably however, proposals to repeal the estate tax did not prevail. This appears to signal that the...