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Informed Donating

Submitted by The Baran James Company, Inc. on December 6th, 2022

If you want to make charitable donations before the end of the year, you’re not alone. According to Giving USA, an estimated $484 billion was given to charity in the U.S. in 2021, a 4% increase from 2020.

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  • tax planning
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Managing Probate When Setting Up Your Estate

Submitted by The Baran James Company, Inc. on October 31st, 2022

The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of a decedent’s assets. Probating an estate valued at $400,000 could cost as much as $20,000.1

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  • estate planning will
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