by admwiu | Dec 11, 2023 | Estate planning, Research
Charitable giving can be a rewarding experience by allowing you to both give and receive. To enjoy the benefits of charitable giving, you can utilize a variety of strategies. The basics of charitable remainder trusts To establish a charitable remainder trust, you...
by admwiu | Dec 11, 2023 | Estate planning, Research
Sometimes it takes tough economic times and natural disasters to unite and bring out the best in people. Natural disasters such as hurricanes and earthquakes have served to bring communities together and impact the nation as a whole. Americans have given generously to...
by admwiu | Dec 11, 2023 | Estate planning, Research
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them because you wanted to make an immediate gift to charity. With a...
by admwiu | Dec 11, 2023 | Estate planning, Research
There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a charitable lead trust. With a charitable lead trust, your gift is placed in a...
by admwiu | Dec 11, 2023 | Estate planning, Research
Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other. Because of the unlimited marital deduction, no estate taxes are due when one spouse dies and leaves his or her assets to the survivor (as long as the...
by admwiu | Dec 11, 2023 | Estate planning, Research
Estate taxes. It’s not enough to simply know they exist and to know strategies to minimize them. When it comes down to it, you need to plan how you and your family will eventually pay them. The Estate Tax Dilemma Estate taxes are generally due nine months after the...