All Wealth Planning Content

Using a Letter of Intent to Convey Important Information When Your Family Needs it the Most

Andrew J. Horwitz, CFP® |
Emerald GEMs

June 1, 2021—A letter of intent, sometimes called a statement of guidance, is an easy and informal way to share important information about your estate plan. It allows you to convey, in your own words, your hopes and wishes for your beneficiaries, the reasons why you created the plan you have, and how you would like to see the plan administered to accomplish your goals.

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Preparing for the Wave of Tax Law Change

Cailin MacLean and Thomas Kelley, CPA, CFP®, AEP® |
Wealth Planning

With potential tax law changes on the horizon, now is a good time to be certain you are informed and prepared.As fiscal stimulus and relief plans continue, Congress and the presidential administration have given guidance on how the revenue needs will be met.With highly anticipated potential tax law changes on the horizon, it may be wise to review proposals that could affect your future planning.As of May 28, 2021, the Dept.

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How to Make Your Charitable Giving More Tax Efficient

Carol G. Kroch |
Emerald GEMs

May 4, 2021—The ongoing pandemic has made philanthropy more important than ever. The good news is some of the charitable giving tax benefits, originally enacted through the CARES Act at the start of the pandemic, have been extended through 2021. In today’s podcast, Carol Kroch, national director of philanthropic planning, discusses how to take advantage of tax changes related to charitable giving this year, while also addressing how future tax increases may work to a donor’s advantage.

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