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Qualified Charitable Distributions Charitable Donations Estate Planning

Adler Pollock & Sheehan P.C.

The CARES Act Creates Charitable Tax Incentives - Insight on Estate Planning

Many individuals incorporate charitable giving into their estate plans, providing assistance to their favorite charities while preserving sufficient assets for their heirs. Typically, the charitable donations are structured...more

Adler Pollock & Sheehan P.C.

Is a charitable IRA rollover a viable option?

For those age 70½ or older who plan to make charitable donations this year, qualified charitable distributions from an IRA, also known as charitable IRA rollovers, can provide significant tax benefits. This article details...more

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