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  • Ensuring your year-end donations are tax deductible

    December 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 257

    Abstract: Many people decide to make donations at the end of the year. When doing so, it’s important to know the rules about whether such contributions will be considered tax deductible for 2017. This brief article discusses two important concepts: delivery dates and qualified charities.

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  • Estate Planning Red Flag – You’re recording your will signing on video

    January / February 2016
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 257

    Abstract: Some people make video recordings of their will signings in an effort to create evidence that they possess the requisite testamentary capacity. For some, this strategy may help stave off a will contest. But this brief article explains why, in most cases, the risk that the recording will provide ammunition to someone who wishes to challenge the will outweighs the potential benefits.

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