Finally . . . You quit stalling and started saving The Covid-19 pandemic pushed you to put a little money aside. You set up an […]
Archive | Estate Planning and Charitable Planning
Choosing a Cause With Care
Prospective donors can find a suitable charity just about anywhere they look. However by doing some homework, you can better distinguish among the many giving […]
Using Trusts to Maximize Charitable Giving While Minimizing Estate Taxes
If you’re eager to pass along accumulated wealth to heirs in the most tax-efficient manner possible while also retaining the ability to support a charity […]
Own a Retirement Account? Keep Your Beneficiary Designations Up to Date
Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in […]
When Protection Matters: Consider a QTIP Trust
Several years ago, Jack’s father died. Jack grieved not only for his father’s passing, but also for his widowed mother who had been married to […]
The Charitable IRA Transfer: Permanent at Last
In December 2015, President Obama signed into law the “Protecting Americans From Tax Hikes Act of 2015.” This new ruling made permanent many tax breaks […]
Wealth Transfer in a Low-rate Environment
For those fortunate few individuals whose personal wealth exceeds the current estate-tax exemption threshold — $5.43 million for 2015 rising to $5.45 million for 2016 […]
Common Estate Planning Mistakes — and How to Avoid Them
Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices individuals make when planning […]
Charitable Giving Opportunities for Affluent Investors
Key Points Donor-Advised Funds — Offer Convenience and Flexibility Family Foundations — Building a Legacy, Reaping Tax Benefits Private Foundations vs. Supporting Organizations Balance Giving […]
The Delaware Trust Advantage
More professionals, business owners, directors, and wealthy individuals are creating Delaware Trusts. Delaware’s favorable trust laws have made these instruments increasingly popular as an effective […]
