A charitable lead trust (CLT) is an irrevocable trust designed to provide financial support to one or more charities for a period of time, with the remaining assets eventually going to family members ...

Several charitable giving strategic tax opportunities offer taxpayers the opportunity to maximize donations to charity and minimize tax liabilities. Image courtesy Getty Images. The biggest mistake ...

Are you looking for an additional income stream in retirement? Do you want to leave behind something for charity and cut your tax bill now and when you pass away? If the answer is yes, a charitable ...

On December 20, 2019, the Setting Up Every Community Up for Retirement Enhancement (SECURE Act) was passed into law. While the law made a substantial number of revisions to the rules for retirement ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. ‘Tis the season to give thanks and finalize your ...

Understanding the options that are available can be challenging, but Aloha United Way offers guidance in Planned Giving. One of the top recommendations is to set up a Charitable Remainder Trust, or ...

Charitable giving is one of the top financial issues Bob Bove hears about as Wealth Advisor & Certified Exit Planning Advisor at The 4:8 Group. Individuals and families want to know how to maximize ...

Charitable giving is a powerful way to make a positive impact for the causes that matter most to you. For high-net-worth individuals, it can also be an important part of a wealth planning strategy.

A decedent’s estate and beneficiaries receive a new basis under Internal Revenue Code Section 1014(a) for most assets acquired from the decedent equal to the estate tax value. However, pursuant to IRC ...

Donating to charity isn’t just an act of kindness — it’s one of the few ways to control how much you, actively, send to the IRS. If you make the right donation at the right time, you can reduce your ...

On January 3, 2009, an alternative currency was born, known as Bitcoin—a cryptocurrency or virtual currency secured through digital blockchain technology, allowing electronic monetary transactions ...

Please provide your email address to receive an email when new articles are posted on . Both at the end of the year and in the beginning of the following year, many physicians focus on charitable ...