I’ll be presenting a seminar on DIY — Do It Yourself — Estate Planning at the Pleasant Grove Library on Wednesday, March 8, 2017 at 7 PM. Come an enjoy the discussion. The address is 30 E Center St, Pleasant Grove. If you have a question about wills, trusts, and other aspects of estate planning, maybe […]
An interesting piece at Wealthmanagement.com about how and why charities seek to enforce charitable pledges and what theories courts use to accommodate their claims. The first two paragraphs are key: In August, it was widely reported in the media that Duke University had filed a claim against the estate of Aubrey McClendon, the former CEO […]
I really like the idea behind “The Positive Story Project,” a new monthly column at Wealthmanagement.com. Here’ the first three paragraph from the opening salvo: My goal in writing this column is to focus thinking within our community of practitioners—important players in the transfer of wealth to younger generations. And, with so much at stake for […]
Briefly, creating a conservation easement can allow you to receive good by doing good. Consider creating one on your property to protect “natural, scenic, or open space values of [that] real property, assuring its availability for agricultural, forest, recreational or open space use, protecting natural resources, maintaining or enhancing air or water quality, or preserving the […]
Under current gift and estate tax law, if you pay a gift or estate tax, it will be at a flat rate of 40%. Forty percent. But most people will never pay that rate, or any rate at all, because their estates are not large enough and what estate or gift taxes they could have […]
“Money-giving is a very good criterion, in a way, of a person’s mental health. Generous people are rarely mentally ill people.” Dr. Karl Menniger, Forbes magazine.
I have shewed you all things, how that so labouring ye ought to support the weak, and to remember the words of the Lord Jesus, how he said, It is more blessed to give than to receive. Acts 20:35