by LM2 | Oct 7, 2024 | Charitable Giving, Estate Planning, Trusts |
As the holiday season approaches, many of us feel inspired to give back to our communities and the causes close to our hearts. While volunteering and making donations are wonderful ways to contribute, have you considered the lasting impact you could make by...
by Christine Brown | Jan 30, 2018 | Charitable Giving, Charitable Planning, Estate Planning |
This tragic hurricane season and other disasters have taken a toll on many parts of the United States and the Caribbean. They have also taken a toll on the charitable organizations that step in when a crisis hits. As a will and trust lawyer in Manhattan Beach, it is...
by Christine | Feb 6, 2016 | Charitable Giving, Estate Planning, Inheritance |
Accumulating wealth solely for the purpose of leaving a hefty estate is not the only way to look at estate planning. What's wrong with enjoying your wealth before you pass? Make no mistake. Estate planning is, and should be, a serious business, along with...
by Christine | Jan 9, 2016 | Charitable Giving, College Planning, Estate Planning, Gift |
Even though 2015 just ended, consider some of these money matters, which could provide you with a fiscal advantage for 2016! While some of these tasks may be considered end-of-year financial tasks, it always good to keep them in mind during the year too. US News...
by Christine | Dec 24, 2015 | Charitable Giving, College Planning, Estate Planning, GIfting, Individual Retirement Accounts (IRA) |
Before you plan your New Year's Eve festivities, take some time for end of the year financial tasks. Tidying up money matters before the year's end will help you begin the New Year with a fiscal advantage! We love making New Year's resolutions. But more...
by Christine | Apr 15, 2015 | Asset Protection, Charitable Giving, Charitable Planning, Estate Planning, Estate Tax, Estates, Living Trust, Probate, Tax Planning, Trusts |
Lifetime gifts may carry considerable advantages over charitable bequests, according to Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX: CM). Lifetime gifting allows you to see your donation make a difference. In addition to this...
