For many individuals approaching estate planning, charitable giving is going to factor into the equation somehow. The most popular way of passing on assets currently is through a charitable remainder unitrust, but it’s not necessarily the best option for everyone, although last year nearly $90 billion was held in U.S. trusts of this type.
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July 18, 2014 | Charitable Giving
For many individuals approaching estate planning, charitable giving is going to factor into the equation somehow. The most popular way of passing on assets currently ...
Learn MoreJuly 15, 2014 | DING
Like a lot of business planning strategies, it’s best that you meet with a legal professional to discuss the best tactics for your situation. One ...
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June 20, 2014 | Income Tax Planning
While not much has come out in the first half of 2014 with regard to tax legislation, there are still some important tax planning opportunities ...
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June 19, 2014 | Charitable Giving
Are you thinking about making a gift to a charity on your death? It might be a better option to instead consider gifting your retirement ...
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The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit the encroachment of ...
Learn MoreMay 20, 2014 | An S Corporation Tax Strategy: Can You Eliminate Current Income Taxes on Company Profits?
In a recent article by the Wall Street Journal, a potential possibility for limiting tax liability is being considered on the heels of the two ...
Learn MoreApril 30, 2014 | Business Law
Many business owners have a buy-sell arrangement set up for the future. It’s helpful to draw out these directions in advance, especially when there is ...
Learn MoreApril 11, 2014 | Asset Protection
Today’s high net worth individuals are deeply sensitive to the risks they face with state income taxes. Since state income taxes can be such a ...
Learn MoreMarch 27, 2014 |
As we told you a week ago, in addition to federal estate taxes, state estate taxes form a crazy quilt of different rules across the ...
Learn MoreMarch 18, 2014 |
Although the federal estate tax exemption has been raised to a generous $5.3 million, what about the states? The truth is that, despite the large ...
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