Forbes magazine recently featured a column addressing the question of whether most Americans should have a revocable living trust as part of their overall estate plan. In the author’s view, many estate planning attorneys suggest that everyone should have a trust, while most Americans don’t even have a simple will. Since there is an investment […]
Avoiding tax mistakes with year-end charitable giving
The Wall Street Journal recently published a feature section on avoiding potential traps and pitfalls with your year-end charitable giving. You can read the entire December 16, 2013 article here.