If charitable giving is part of your estate plan, consider a donor-advised fund Do you make sizable gifts to charitable causes? If you’re fortunate enough to afford it, you can realize personal rewards… More on this story
The Power of Paper Make Sure Your Family Can Find Your Original Will As technology has evolved, it’s given us the opportunity to perform… More on this story
Brushing up on Bonus Depreciation Every company needs to upgrade its assets once in a while, whether desks and chairs or a huge piece of… More on this story
Do you know where you live? By: Mark Rhea, J.D.- Senior Assistant Accountant Growing up in the Columbus area, I remember where I grew up. I… More on this story
Four estate planning techniques for blended families Today, it’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning… More on this story
Estate Planning Strategies for Non-U.S. Citizens Navigating Your Trust & Estate Planning Options as a U.S. Resident Non-U.S. citizens residing in the United States endure some… More on this story
Don’t overlook securities laws when planning your estate For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment… More on this story
An Important Message for those in Agribusiness By: Bradley Ridge, Managing Principal Holbrook & Manter is committed to keeping our clients informed of changes that are taking… More on this story
The 4/15 Deadline Push By: Dave Herbe, CPA- Senior Accountant This is a very stressful time for anyone who is involved in the world of… More on this story
Power of attorney abuse: What you can do about it A financial power of attorney — sometimes called a “power of attorney for property” or a “general power of attorney”… More on this story
