Noteworthy

“Twilight Relationships” Require Careful Planning

More and more senior citizens who are widowed or divorced are establishing new “twilight relationships,” and if either partner has substantial assets, the financial and estate-planning issues can be considerable. In some instances a charitable gift may be part of the solution. Here are some issues to consider.

Charitable Gifts Can Help Reduce Estate Taxes

Many people worry that significant estate taxes will be due at death—and that these taxes could diminish inheritances or possibly even force the sale of a small business or family farm. That is rarely true, especially now that the federal estate tax exemption is so high.