Estate Planning

When you start considering who should inherit various parts of your estate and other assets, think about the most tax-effective solutions that avoid creating tax burden for your beneficiaries. 

Tax relief for transfer of family businesses

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Given the large number of aging baby boomers, the next 10 years will see a dramatic increase in intergenerational transfer of wealth. Many business owners have worked their entire lives and have a significant portion of their net worth tied up in these businesses.

For 25 years, Shepherds’ Trust a ‘blessing’

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It was hard for even Fr. Alphonsus Bernard’s close associates to believe he had reached the age of retirement.

Couple ‘blessed’ by work with missions

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It all began with a Sunday sermon by their soon-to-be good friend Fr. Jim Bleakney.

Your stewardship journey continues with your Will

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When your earthly pilgrimage comes to an end, how would you like to be remembered in your community of faith?

Pandemic takes toll on charitable giving

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Fewer donors, less money, more demands. Charities of all kinds are caught in a pandemic-powered vice that can only be cured with more giving.

Legacy Circle thanks donors in advance for gift

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The Legacy Circle is not an exclusive club, or at least it shouldn’t be. All ShareLife executive director Arthur Peters had to do to get in was write his parish and ShareLife into his Will, then inform the archdiocese.

Teacher awaits ‘miraculous’ life-saving gift

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Since being diagnosed with a kidney disorder almost two decades ago at age 14, Vanessa Bailey’s life has never been the same.

Consult professionals to ease complexities

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As individuals, we progress through one life stage to the next, incurring life experiences that can add layers of complexity to our personal situation that often impact our future goals and final intentions.

Donating to charity not about death but your life

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For the Will Power campaign, tiny percentages add up to big numbers.

Pre-planning for inevitable makes sense

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With COVID-19 death tolls and hospitalization numbers a staple on the news daily, the past two years have forced many to consider the inevitable.