Offered by: Dolan & Associates, P.C. With the holiday season approaching you may be considering making year-end charitable gifts to help those less fortunate or to support worthy causes. When making charitable gifts, you should put together an effective strategy to maximize the benefit to the charity, reduce the amount going to the IRS, and… Read more »
Posts Tagged: Estate Planning
Things To Think About When Planning Your Estate
O ffered by: Dolan & Associates, P.C. One important thing you need to remember when planning your estate is that estate planning is not about documents, it’s about results. While documents are a critical part of an estate plan, having the right documents does not mean you have an e ffective estate plan. For things to work… Read more »
Quick and Easy is Not the Way
O ffered by: Dolan & Associates, P.C. The traditional approach to estate planning in America is a challenging system, at best. Th e chance of a successful planning experience is remote if you defi ne “success” as “meeting people’s expectations”. Most people consider the subject of death and dying taboo, and as a result professionals have created a… Read more »
Don’t Sacrifice Your Relationships over an Election
Offered by: Dolan & Associates, P.C. As I write this article, the election is fast approaching. In fact when you read this, it may already be over. This election season has been quite contentious. Social media plays a role and it is only going to get worse, unless something changes. Why? Because the computers and… Read more »
New Retirement Plan Rules!
Offered by: Michael A. Dolan – Dolan & Associates, P.C. Congress passed the SECURE Act in late 2019 and the CARES Act in March. These two Acts changed how retirement assets are treated during your life and after your death. Here are a couple of important considerations you should know. The changes increased the age… Read more »
Why a Living Will?
Offered by: Michael A. Dolan – Dolan & Associates, P.C. A Living Will has nothing to do with living and is not a will. A Living Will provides specific guidance and direction to the medical community regarding what you want to happen in two very narrow circumstances. It does not give someone the right to… Read more »
Retain Control as You Age!
Offered by: Michael A. Dolan – Dolan & Associates, P.C. As you advance through the golden years, you may start to experience loss of control in your life. You begin to realize that you can’t do everything you did when you were younger, both physically and mentally. Caring for the yard and maintaining the house… Read more »
Lost in Uncertainty?
Offered by: Michael A. Dolan – Dolan & Associates, P.C. As our nation navigates through the threat of the COVID-19 virus, many people are experiencing fear, worry, and anxiety over what to do, how to protect themselves, and what course of action to take. How you’re feeling about the virus threat is very similar to… Read more »
New Law is Causing Mistakes!
Offered by: Michael A. Dolan – Dolan & Associates, P.C. In December Congress passed the SECURE Act. The Act significantly changed how retirement assets are treated after your death. A lot of articles and information have been circulated about the impact of this new legislation. Unfortunately, much of this information, and the recommended changes, is… Read more »
A Different Gift for Valentine’s Day
Offered by: Michael A. Dolan – Dolan & Associates, P.C. Dinner out, flowers, and chocolates are staples when it comes to arranging for a Valentines gift for your spouse. What about considering alleviating something that you or your spouse may have been possibly worrying about for years? Dinner, flowers, and chocolates are gone and forgotten… Read more »
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