estate planning Archives - Page 3 of 3 - Heart Strong Wealth Planning

10 Apr Annuity Income: Annuitization vs. Lifetime Withdrawal

Posted at 13:22h in 2022, Archive, Budgeting, Economy, Investing, Retirement, socially responsible investing

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During your working years, you're accustomed to living on an income from your job. When you retire, the income from employment ends. Social Security provides a steady income, but it...

23 Feb Charitable Giving Can Be a Family Affair

Posted at 15:43h in Archive, Budgeting, Economy, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, Uncategorized

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As families grow in size and overall wealth, a desire to "give back" often becomes a priority. Cultivating philanthropic values can help foster responsibility and a sense of purpose among...

17 Dec 2021 Estate Planning

Posted at 19:06h in 2021, Archive, Estate Plan, Tax Tips

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1 Basic exclusion amount plus deceased spousal unused exclusion amount (exclusion is portable for 2011 and later years) 2 The GST tax exemption is not portable 2020 and 2021 gift and estate tax rate...

estate planning Tag

10 Apr Annuity Income: Annuitization vs. Lifetime Withdrawal

23 Feb Charitable Giving Can Be a Family Affair

17 Dec 2021 Estate Planning

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