The varied reasons to donate art range from a personal affinity for a museum, the desire to create a legacy, and the tax consideration that may come with the donation. The tax rules surrounding the tax deduction of art are complex and confusing.¹ When donating art, donors can generally claim a federal tax deduction of […]
Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, but may not be familiar with the many vehicles and trust structures available to help them implement their goals. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FCharity-Puzzle-300×300.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] In order to choose the most advantageous charitable giving strategy, […]
For many individuals collecting artwork, jewelry, antiques, and other vintage treasures is a lifelong passion. Deciding what is to become of your valuable personal assets when you are no longer around to care for them is not something to take lightly, particularly when it comes to planning for the distribution of your estate. [images style=”2″ […]
Late last year President Obama signed into law legislation aimed at giving disabled Americans and their families the opportunity to save for education and other related expenses in a tax-friendly vehicle without jeopardizing their federal benefits. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FDad-yellow-shirt-with-special-needs-son-300×200.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] What ABLE Offers Modeled after 529 college savings plans, […]
More professionals, business owners, directors, and wealthy individuals are creating Delaware Trusts. Delaware’s favorable trust laws have made these instruments increasingly popular as an effective planning tool for individuals who wish to protect their assets, minimize taxes, and transfer wealth to future generations. Protect Your Assets [images style=”2″ image=”http%3A%2F%2Frebelfinancialllc.com%2Fwp-content%2Fuploads%2FEstate-Planning-Reasons-300×297.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ […]
Today there are as many types of insurance as there are risks. That is why a diversified insurance portfolio should be a vital part of the wealth management process. When structured properly, an insurance portfolio can be a powerful risk management tool, offering a range of protections for you, your family, and/or your business. Many […]
It’s been said that the best inheritance we can give our children is a few minutes of our time every day. It’s also true, though, that our children will not always have us in their lives.Children with special needs may require lifetime assistance, which can necessitate that parents prepare for their child’s care after they […]
I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money. Entertainer Arthur Godfrey1 Theirrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives, though it may not be appropriate for every individual.2,3 […]
The Investment Company Institute reports that there is roughly $6.5 trillion in Individual Retirement Accounts (IRA).1 To help put that in perspective, that’s well over one-third the annual gross domestic product of the U.S.2 If you have a traditional IRA, you may have the opportunity to stretch it out, meaning the account may be structured […]
Financial Documents Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated Holds your belongings until your death Can it authorize someone to handle your financial affairs if you are unable to […]
