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Archive for June, 2015

Providing for Pets in Estate Plans

Posted June 1st, 2015

When a donor passes away, what will happen to their “best friend?” When making plans for the future financial well-being of family and other loved ones, people often consider a number of obvious beneficiaries: spouses, partners, immediate family, close friends and employees and their charitable interests. However, a very important member of many American families is often left off this list: …Read More

The Importance of Noncash Gifts

Posted June 1st, 2015

After reaching record levels in 2007, noncash charitable gifts dropped off significantly during the Great Recession, along with many other measures of financial stability. According to the most recent IRS study, however, noncash gifts are making a comeback. Are happy days here again? In 2011, some 22.5 million individual taxpayers reported $43.6 billion in itemized noncash charitable deductions. Almost 8 …Read More

Can You Bequeath Your Digital Library?

Posted June 1st, 2015

By: John Jensen You probably have a plan in place for what should happen to your investment accounts, retirement fund, real estate and other property when you pass away, but do you have a plan for who gets your e-book or iTunes library or what happens to your Facebook page? Have you entrusted someone to access your …Read More

Client Corner: Morris Animal Foundation

Posted June 1st, 2015

Sharpe Group works with a number of organizations that help protect the habitat, safety and well-being of animals. One such organization, Morris Animal Foundation, funds scientific research to diagnose, treat, prevent and cure diseases in animals. Located in Denver, Colo., Morris Animal Foundation was founded in 1948 by veterinarian Dr. Mark L. Morris with a mission of “making scientific discoveries and advances …Read More

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