Estate Planning Checklist for Multigenerational Wealth Transfers
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing …
It is better to give than to receive. But if you give a gift above a certain amount, you might end up owing money to the Internal Revenue Service (IRS). …
Bahá’í estate planning, like estate planning for many of the world’s major religions, must be undertaken with a careful eye on sacred law and customs. For those unfamiliar with the …
Halloween may be over, but here’s something that’s still really spooky: There are fewer than 60 days left in the year. That’s less than eight weeks to complete your 2021 …
With less than three months until the end of the year, it is time to start thinking about strategic moves you can make to optimize your tax filing for 2020, …
There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce …
Tzedakah, or charity, is at the heart of Judaism, but the coronavirus has changed the donation landscape for 2020. Charitable organizations are doing their best to help meet basic human …
’Tis the season for tzedakah. Whether for year-end tax planning, or a desire to help those less fortunate, December is a great time for charity.
Tikkun olam calls on Jews to help “mend the world” and, in doing so, to be concerned about the welfare of others, including the feeding, housing and health of all. …