Grandchild in College? Paying Tuition Could Save Gift and Estate Taxes
Now’s the time of year when many young adults are about to head back to college — or to enter their first year of higher education. If you have a […]
Now’s the time of year when many young adults are about to head back to college — or to enter their first year of higher education. If you have a […]
Would you like to benefit charity while reducing the size of your taxable estate yet maintain an income stream for yourself? Would you also like to divest yourself of highly […]
As an executor, it’s your responsibility to settle the estate you’ve been entrusted to administer. An important part of your job is identifying legitimate expenses of the estate and paying […]
Congress’s decision not to include a proposed minimum term for grantor retained annuity trusts (GRATs) in the tax legislation passed back in January 2013 — combined with low interest rates […]
It’s fun to imagine what your child’s future holds. If college is part of your dream, you may also be thinking about how to pay for tuition. One way is […]
Have you been putting off your estate planning due to uncertainty in the tax law? Then you’ll be happy to hear much of the uncertainty has been eliminated by the […]
Exemption portability, made permanent by the American Taxpayer Relief Act of 2012, provides significant estate planning flexibility to married couples if sufficient planning hasn’t been done before the first spouse’s […]
Individual donations are the lifeblood of many nonprofits and, thus, not-for-profit leaders should have a good handle on why people dip into their pockets and donate money or other gifts. […]