Choosing the Right Gift for Your Favorite Charity As Thanksgiving approaches and the holiday season begins, many people start thinking about ways to give back. Whether supporting a local nonprofit, donating to a church, or helping an organization that serves families in need, charitable giving can be a meaningful part of the season. However, writing […]
Author Archives: Skvarna Law
06
Nov
Nov
Choosing the Right Charitable Gifts for Your Estate Plan Supporting a favorite charity can make a lasting difference. However, the way you give may affect both the charity’s benefit and your financial future. While cash donations are common, appreciated investments and retirement accounts may offer additional advantages. Choosing the right charitable gift depends on your […]
Assets, Beneficiary, Estate Planning, Estates
Estate Planning Mistakes: What Not to Do When Estate Planning
26
Oct
Oct
Estate Planning Mistakes That Could Cost Your Family Creating an estate plan is one of the most important steps you can take to protect your family and your financial future. However, having a will or trust doesn’t automatically mean everything is properly arranged. In fact, an outdated or incomplete estate plan can sometimes create the […]
16
Oct
Oct
A Lesson in Wills, Trusts, and Family Peace for your Heir The Great Wealth Transfer, a broad term for the largest transfer of wealth from older generations to younger ones through inheritances and other financial gifts, is underway. But that does not mean that every heir will receive a share. Some may miss out on […]
09
Oct
Oct
Four Financial Moves You Shouldn’t Overlook Starting a new job often brings more than a change in your daily routine. Whether you’re accepting your first professional position, advancing your career, or moving to a different employer, your financial circumstances may change considerably. Along with a new salary and benefits package come important decisions about protecting […]
02
Oct
Oct
The Estate Planning Gap Families Often Overlook: A College Student’s Digital Life Sending a child to college changes more than where they sleep at night. For many students, it marks the beginning of managing their own bank accounts, credit cards, school portals, healthcare information, electronic devices, passwords, and online services. Even when parents continue paying […]
25
Sep
Sep
Heading south for the winter can mean months of sunshine, warmer temperatures, and a welcome change of scenery. However, splitting your year between two states can also create legal and estate planning questions. Don’t overlook while packing suitcases and making travel arrangements. Living for a significant amount of time in another state or own property […]
18
Sep
Sep
Estate Plan? You signed your estate planning documents, put them somewhere safe, and checked an important task off your list. Since then, life continued. Children grew up. Grandchildren arrived. Relationships changed. You bought or sold property. Financial accounts moved. Someone you named as an executor, trustee, guardian, or agent may no longer represent your first […]
11
Sep
Sep
Snowbirds: What You Need to Know About Second Home Rental Property Owning a second home gives you the freedom to escape to a favorite destination for weeks or months at a time. However, when that property sits empty for part of the year, renting it out can seem like an easy way to offset some […]
Assets, Estate Planning, Estates, Uncategorized
Dorms, Leases, and Liability: College Estate Planning
28
Aug
Aug
What Parents Should Know Before Their Child Leaves for College The dorm room is selected. The extra-long twin sheets are packed. The laptop is ready, and a car filled with everything a college student could possibly need will soon pull away from home. Amid all the excitement surrounding college move-in day, parents may sign another […]