Trusts & Estates
A Bargain Sale of Land to a Land Trust: How You can Make Some Money While Making a Difference and Save on Taxes, Too.
In this article, Ross shares his expertise in the use of the Charitable Bargain Sale as a means of helping donors accomplish their personal and philanthropic goals while benefitting land preservation in Door County.
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5 Charitable Giving Mistakes to Avoid
Download the "5 Charitable Giving Mistakes to Avoid" Insight Brief for a list and analysis of some of the most common charitable giving oversights in estate planning.Learn More
New Law Provides Certainty for Charitable Distributions from IRAs
Download this Insight Brief to learn more about the PATH Act of 2015 and requirements to take advantage of this tax break.Learn More
Charitable Gifts with Strings Attached
Download this WealthCounsel Insight Brief to learn about 3 common pitfalls to avoid when drafting gift agreements in order to preserve your clients' tax benefits on charitable gifts.Learn More