Author Archives: William Petruck

2016 Tax Changes Regarding Charitable Donations

I thought I would summarize the budget changes that impact charitable donations, for your consideration and for discussion with your donors. On December 7th, 2015 the federal government announced a 4% increase in tax credits for individuals with an income … Continue reading

Happy New Year!

As we embark upon 2016, many have decided to make New Year’s resolutions.  Let me suggest several estate planning to-dos that shouldn’t be ignored as we are in the early days of 2016. Update your will – since 60% of … Continue reading