Estate Planning with IRAs

Estate planning attorney Patrick Gibbs warns, “Be careful out there.”

Whenever I meet with an estate planning client, before I get into the process of what should go into the client’s will, I want to go over some of the …

IMPACTFUL GIVING THE EASY WAY
HENSSLER FINANCIAL, WILLIAM LAKO, JR., SHARES HOW TO MAKE IMPACTFUL GIVING EASY

Most charitable giving doesn’t happen because of a tax deduction. Even if you’re not a high-income earner looking for a way to save on taxes, you can still …

How Much is Enough?
AVERA WEALTH ADVISORS, ANDY AVERA, ANSWERS HOW MUCH IS ENOUGH?

At some point, you may ask yourself the question, “Do I have enough to take care of my spouse and myself for the rest of our lives?” This is a …

Qualified Charitable Distributions

More than ever, advisors are recommending to their clients who are over 70 ½ to make their charitable gifts out of their IRAs with those distributions going directly from their IRA to the charity. The great advantage to the “QCD” …