Estate Planning | TVAMP
Charitable Giving

Charitable Giving

https://www.tvamp.net/wp-content/uploads/TVAMP-10-15.png Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you...
Naming Beneficiaries: What You Need to Know

Naming Beneficiaries: What You Need to Know

https://www.tvamp.net/wp-content/uploads/TVAMP-8-29.png One of the most important issues in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. A major issue in estate planning is who to name as...
Adding a Personal Backup With a Living Trust

Adding a Personal Backup With a Living Trust

https://www.tvamp.net/wp-content/uploads/TVAMP-8-16-1.png The managers of well-run businesses usually name “backups” to keep things going smoothly — just in case. That’s also a smart plan for your personal finances, where you risk experiencing...
Estate Planning Checklist

Estate Planning Checklist

https://www.tvamp.net/wp-content/uploads/TVAMP-8-8.png Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings. Because you’ve worked hard to create a secure and comfortable lifestyle for your family and loved ones, you’ll...
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