Resources

Archive for the ‘Estate’ Category

Wednesday 06/12/2019

Estate, Gift and Trust Planning After The Loss Of A Loved One

Lynda Doland, CPA, MT leads the Estate, Gift and Trust niche at Corrigan Krause.   Estate, gift, and trust planning after the loss of a loved one can be difficult, but with the proper guidance the process can go smoothly and efficiently. The key is proper planning to ensure everything is taken care of prior […]

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Thursday 07/19/2018

Benefit From Charitable Contributions With QCD

Lynda Doland explains how taxpayers older than 70 ½ can still benefit from donations to charity even if they can no longer itemize. The number of taxpayers who will itemize starting with 2018 is estimated to drop by 50% due to the changes made by the Tax Cuts and Jobs Act (TCJA; P.L. 115-97, 12/22/2017). […]

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Thursday 02/08/2018

Life Planning: Prepare now for the unexpected

Many celebrity deaths from Prince to Whitney Houston have highlighted what can happen to an estate in the event of an untimely death. So, how can you prepare for the unexpected? Do you know what to do when your older relative falls and breaks a bone? There can be a lot of decisions to make.  Where […]

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