June 2013

Do you have questions about estate planning? Planned giving? Your will? Each month, we feature new articles and interactive features that cover these important but often neglected topics. We hope it will be a useful resource for you.

Don't Miss Your Chance: Make Tax-Free Gifts From Your IRA Today!

The IRA charitable rollover legislation allows you to transfer lifetime gifts up to $100,000 using funds from your individual retirement account (IRA) without undesirable tax effects. More...

Is Facebook Part of Your Estate?

When you begin creating or updating your estate plans, you'll likely spend the bulk of your time on these two points: determining which assets you have, and then deciding which people and charities will receive these items after your lifetime. More...

When Your Online Passwords Become Your Heirs' Problem

"Sorry, the username or password you entered is incorrect." More...

Intellectual Property 101: Intangible Assets

Every year, thieves steal more than $300 billion from U.S. companies. But these thieves don't have to worry about security systems or armed guards. And they don't need a getaway vehicle, because the things they are stealing are invisible. Sound like a sci-fi movie? The problem is more real than you might think. More...