Communicating Your Plans With Loved Ones
You may be as hesitant about bringing up your estate plans to your loved ones as they are about asking you to cover this sensitive topic. Do your family, and yourself, a favor by bringing up the subject first. Everyone will be glad you did.
Chart Your Charitable Path
10 Important Questions to Ask Your Parents
How Does Your Generosity Affect Your Kids?
Don’t Let Your Assets Be Consumed by Taxes
Should Estate Planning Be Called Life Planning?
Guess what! If you have belongings, you have an estate. And without a plan, your estate could be subject to what the courts decide in case anything happens to you.
Your Will: Overhaul vs. Update
Use our guide to learn when you simply need to update your will and when you need an entirely new will.
A Donation Option With Double the Tax Benefits
Before you reach for your checkbook, don’t overlook the benefits that a donation of stock can present. Even during hard times, you may still have stocks worth more today than when you purchased them, making a gift to Diocese of San Jose a tax-wise choice.