Article-125582

February 2, 2024 |

C4 or C3(po)? – Charitable Differences: Choosing Between 501(c)(3) and 501(c)(4) for Your Charity

Most people have heard extensively about 501(c)(3) organizations, but maybe not 501(c)(4) four organizations. Let’s briefly dive into an essential topic for anyone in the ...

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Article-125364

November 27, 2023 |

Maximize Your Charitable Impact with These Four Strategies

As the year draws to a close, it’s a perfect opportunity to rethink how you give to charity. This is important for managing how much ...

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Article-125114

November 8, 2023 |

Secure Your Charitable Contributions with Donor-Advised Funds

In recent years, financial advisors have increasingly been setting up donor-advised funds (DAFs) for clients who wish to contribute to charities. Despite the advantages, some ...

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Article-106344

October 15, 2021 |

Understanding a Charitable Remainder Trust

Some individuals or families wish to leave behind a significant donation at the time that they pass away. A charitable remainder trust is one estate ...

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Article-103223

September 3, 2021 |

What You Need to Know About Charitable Giving in 2021

As part of your estate plan, you likely want to provide for your beneficiaries like your surviving children and spouse. However, research shows that more ...

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Article-96045

December 4, 2018 |

What Is Bunching of Charitable Contributions?

Since the new tax laws in place doubled the standard deduction to $12,000 for single tax payers and $24,000 for those married filing jointly, this ...

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Article-95995

October 30, 2018 |

Giving to Charity Post Tax-Reform

Many people in the past made decisions about their charitable giving, not just because they were motivated by philanthropy but also because they received tax ...

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Article-95217

September 5, 2017 |

Tips for Families with Large Wealth for Charitable Giving

A family that has amassed a significant amount of wealth will have special planning considerations that should be addressed directly by an estate planning attorney. ...

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Article-5056

June 14, 2017 |

Why You Need Advanced Planning If You Are an Art Collector

Being an art collector can be a hobby that you work on over the course of your life. Many art collectors discover, however, that their ...

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Article-4908

March 30, 2017 |

Planned Giving and Estate Planning Often Should Work Together

  When many people approach the subject of estate planning, it’s quite possible that they will have multiple goals. First of all, they may want ...

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<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>