In this issue:
- The True Cost Of Giving – Charitable Donations In A No-Estate-Tax Environment
- Could An Exchange Help Cover LTC Insurance Costs?
- Family Meetings Help Ensure Estate Planning...more
I have personally observed in my professional travels that many taxpayers are reluctant charitable donors. However, we you remind a business owner that they only have three choices when it comes to taxes (1) Pay yourself;...more
Most people make the bulk of their charitable contributions during the year-end holiday season. This post summarizes some of the charitable giving ideas and opportunities, as well as some planning reminders, that donors may...more
A charitable remainder trust (CRT) allows a person to support a favorite charity while potentially boosting their cash flow, shrinking the size of their taxable estate, reducing or deferring income taxes, and enjoying...more
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