Thanksgiving is a time for sharing. This article examines ways for giving effectively, both to loved ones or to charity. It examines the use of 529 plans and ABLE accounts for loved ones. It examines gifting of appreciated assets to charity and bunching charitable deductions for the most bang for the buck. Read on to learn more.
Being Thankful and Sharing Your Blessings
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Latest posts by Brandon McGee (see all)
- Preserve Your Legacy, Not Just Your Money - September 23, 2021
- Using Disclaimers to Achieve Client Goals: Double Disclaimers - September 22, 2021
- Tax Reporting with Trusts - September 21, 2021
