Browsing: Estate Planning

Open Enrollment Tips and Tricks

Donor Advised Funds

In our January blog post, “New Tax Strategies” we outlined how taxpayers can bunch their deductions into a tax year in order to get enough deductions to itemize. Donor advised funds will become an important vehicle to implement these strategies for many people that are charitably inclined. Most people opt to do their charitable giving… read more

Estate Document Locator

This year we’ve encouraged many clients to update their estate plans. In addition to getting your documents updated by an attorney it’s also a good idea to let your family members or personal representative/executor know how they can find all the important papers and information they’ll need upon your death. At Vintage we’ve included a… read more