Blog Posts in April, 2019

Beauty is in the Eye of the Beholder: Treasure or Tax Deduction

What to Know When Donating Art to Charity Tangible personal property (specifically Art) is often referred to as the forgotten asset class. Art can be very valuable but is often overlooked in designing your financial and estate plan. Do not leave the disposition of your valuable collection to chance. Often, children and grandchildren do not have your same taste, nor do they have a home appropriate ...

Life Insurance: Consider a Very Impactful Gift

Ten Considerations Before Cancelling Your Life Insurance Policy With the enormous increase in the gift and estate tax exemption (from $5 Million to $10 million indexed for inflation), many of you have valuable life insurance policies that you no longer desire to keep or pay future premiums. This article explains why cashing in the policy may not be in your best interest. Alternatively, a gift of ...