August is National Make-A-Will Month, a timely reminder to create or update your will. Whether you’re establishing a career, raising a family, or accumulating assets, having a will in place ensures your loved ones are...more
8/12/2025
/ Beneficiaries ,
Beneficiary Designations ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Guardians ,
Incapacitated Persons ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Letters of Intent ,
Trust Funds ,
Trustees ,
Trusts ,
Wills
In this second blog post on the House Ways and Means Tax proposals, we address the proposed changes that will affect the taxation of trusts, estates, and retirement plans. As we discussed, on September 13, 2021, the...more
9/29/2021
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Adjusted Gross Income ,
Beneficiaries ,
Capital Gains ,
Capital Gains Tax ,
Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Federal Taxes ,
Gift Tax ,
Grantor Trusts ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Investors ,
IRS ,
Proposed Legislation ,
Retirement ,
Retirement Funds ,
Roth IRA ,
Tax Deductions ,
Tax Exemptions ,
Tax Legislation ,
Tax Liability ,
Tax Planning ,
Tax Rates ,
Trustees ,
Trusts ,
Ways and Means Committee
By using a Charitable Unitrust Remainder Trust (CRUT), philanthropic minded donors can gift to a charitable cause while maintaining a lifetime benefit. A CRUT is an irrevocable agreement that will provide an income stream to...more
8/20/2021
/ Beneficiaries ,
CARES Act ,
Charitable Deductions ,
Charitable Donations ,
Charitable Organizations ,
Charitable Remainder Trust ,
Gifts ,
Income Taxes ,
Tax Deductions ,
Tax Incentives ,
Tax Planning
As the holiday season approaches, people are thinking about giving to charitable organizations. As a donor, you can be both philanthropic and tax-efficient in your charitable giving.
Estate Planning -
One way to give is...more
11/25/2020
/ Beneficiaries ,
Capital Gains Tax ,
Charitable Deductions ,
Charitable Donations ,
Charitable Organizations ,
Charitable Rollover ,
Estate Planning ,
Estate Tax ,
Gifts ,
Income Taxes ,
Individual Retirement Account (IRA) ,
IRA Rollovers ,
Required Minimum Distributions ,
Tax Deductions ,
Tax Planning ,
Trusts ,
Wills ,
Year-End Tax Planning