Trusts & Estates
5 Charitable Giving Mistakes to Avoid
To err may be human, but clients can be less than forgiving when it comes to costly errors with their money and unfulfilled charitable giving goals. Awareness is key—take every precaution to avoid the most likely pitfalls by learning what mistakes are most frequent and the techniques for navigating charitable giving in a way that builds client relationships and your practice's reputation.
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.
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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
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.Learn More