A look at two basic methods for shielding assets from probate. Provided by Marc Aarons at Money Managers, Inc. How do you keep assets out of probate? If that estate planning question is on your mind, you should know thatthere are two basic ways to accomplish that objective. One, you could create a revocable living […]

What are the limits for Donor-Advised Funds and Private Foundations?  Provided by Marc Aarons at Money Managers, Inc.      Among the big changes in the 2017 Tax Cuts and Jobs Act (TCJA) were new limits on standard and itemized deductions. These limits and restrictions created new hurdles when planning deductions with tax advantages in mind. […]