Client Focused • 360° view • Estate Planning
Taking a 360-degree view means seeing something from all sides. Your values, family, and estate planning goals are complex, and helping you achieve those goals requires a full-circle approach. Three60 Law Group provides holistic, team-based estate planning centered firmly around what is most important to you.
We don’t just prepare documents or administer estates. We work with you, your family, and your advisors to design an integrated planning strategy that meets your legal and financial goals. Perhaps more importantly, we assist you as you consider how your planning will reflect your personal point of view. We explain the options to you and help you make the decisions to ensure that your loved ones are protected and that your legacy is preserved. We combine seasoned expertise and old-fashioned customer service with new and innovative tech-forward tools and systems. You’ll get time-tested estate and legal services, delivered in a 21st century way.
And we don’t stop there. The Three60 Law Group team is there when you need us. We keep in touch, and we hope you will too. We consider it a privilege to work with you and your family—we do not take your trust lightly.
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Charitable Remainder Trust (“CRT”) Summary Overview of a CRT. • A CRT is a general term for a class of irrevocable trusts that initially benefit noncharitable beneficiaries with the remaining assets passing to charity at the expiration of the trust term.• The...
What is their goal/mission? In 1990 Karen Ridlon, a pediatric nurse practitioner, started Eastside Baby Corner (“EBC”) with a goal to help children have what they need to grow, develop, and thrive. Thirty years later, their goal has stayed the same, and they have...
Time is running out to take advantage of the 100% charitable income tax deduction for gifts of cash to certain public charities. This 100% AGI deduction ends at the end of 2021. The chart below details the annual AGI limit for charitable income tax deductions. When planning gifts, it is important to understand that certain limits can be stacked. For example, in 2021 a gift of appreciated assets up to 30% of AGI can be combined with a gift to a public charity of cash up to 70% of AGI to receive a charitable income tax deduction of 100% of AGI.