Tax Implications for Charitable Trust
Balancing philanthropic goals with financial planning can be a complex yet rewarding endeavor. One strategy that has gained popularity among those looking to make a lasting impact, while potentially reaping tax benefits, is the charitable trust. This article will explore the concept of charitable trusts, their potential advantages and disadvantages, and factors to consider when…
4 Steps to Protecting a Child with Disabilities
Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special needs, that cost can more than triple. If you’re the parent of a child with special needs, it’s vital to ensure your child will continue to be provided for after you’re gone. It…
How To Know When It’s Time To Sell Your Home
Feeling overwhelmed about selling your home? Let CCR guide you through the process.
Are You Ready to Sell Your Home?
Discover the main factors you should consider when deciding if it makes sense to sell your home.
Planning, Saving, and Spending Over a Lifetime
Check out these seven major events where savings can make a huge difference in helping you enjoy life’s special moments.
Managing Debt: Don’t Go It A-Loan
Are you juggling multiple loan payments each month? With the right plan, you can go from just getting by to getting ahead.
Leaving a Legacy Saving for Your Family’s Financial Future
Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.
Don’t Delay an Important Discussion
If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.
What to Expect When Working with Your Estate Planning Team
When creating an estate plan, you may be asked to provide information on family and other beneficiaries, health, assets and liabilities, existing plans, and goals.
Estate Planning for the LGBTQ+ Community
Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.
Tips for Leaving an Inheritance to Family
Leaving an inheritance to your family is a thoughtful gesture, but it’s important to consider potential disruptions.
The Power of a Trust
Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.
Creating a Comprehensive Estate Plan
Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.
Estate Planning Checklist
Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.
Estate Planning as a Family
Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.
How Interest Rates Can Impact Your Mortgage Costs
Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments.
Acquaint Grown Children with Your Financial Affairs
Informing adult children about personal, financial, and estate planning information can ensure they take timely action during emergencies.
