by Madalyn Davis | Jan 1, 2019 | Estate Planning
Most often when talking to friends, colleagues, or new acquaintances, I am asked what I do, and when I tell them that I create Wills and Trusts, I generally get one of two responses: 1) I need to do that, or 2) I’ve already done that. The first one is easy to fix, I...
by Madalyn Davis | Dec 18, 2018 | Estate Planning
It’s that time of year when charitable giving is at its highest. However, despite the best of intentions, not all giving is created equal. In addition to lending a helping hand, there are certain ways to give that can reduce your taxes through cuts and credits, while...
by Madalyn Davis | Nov 27, 2018 | Estate Planning, Wills & Trust
During this season we give thanks for the love and blessings that surround us and our focus turns to the things we cherish. This is a great time to discuss estate planning and leaving your legacy. While no one looks forward to talking about the end of their life,...
by Madalyn Davis | Nov 13, 2018 | Estate Planning, Wills & Trust
An ILIT is short for Irrevocable Life Insurance Trust. This kind of trust owns a life insurance policy and is commonly used to bypass estate taxes. These days, the current estate tax rate is $11.2 million a person, which means few clients need to be concerned about...
by Madalyn Davis | Oct 30, 2018 | Estate Planning
I/We need to do that!” Is the most common thing I hear when talking to people about estate planning. Unfortunately, life doesn’t make it easy for us, with jobs, kids, chores, and all of the unexpected curves. Add to that the fact that the topic of death is...
