Tag: Koley Jessen

The “Write” Plan

Smart gift planning includes combining a donor’s charitable intent with income tax efficiency. As a donor, you want to assure you are maximizing your gifts to your favorite charities, while also maximizing your personal income tax benefits. Gifts of long-term appreciated assets can achieve both objectives. A gift of property […]

The ‘Write’ Plan

A column on estate and financial planning for everyone This is the final part of a six-part series examining estate planning needs that coincide with life’s milestones. If you’ve made the decision to separate from or divorce your spouse, there are many things that you need to address, and estate […]

The ‘Write’ Plan

A column on estate and financial planning for everyone This is the fifth part of a six-part series examining estate planning needs that coincide with life’s milestones. As your family grows to include adult children, their spouses, and your grandchildren, you should evaluate whether your estate plan provides for each […]